Lead Tracking
Understanding how Leads are tracked, how automations work, and how to report on them.
Understanding Leads and Lead Tracking
Leads represent any client who is potentially interested in becoming a customer of your business....
Lead Tracking in The BOS
If you aren't familiar with the concepts of Leads, please read Understanding Leads first Lead Tr...
Lead Automations in The BOS
Lead Automations are only relevant if you are currently using The BOS Lead Tracking functionality...
How to Import Leads
There are four main ways that Leads will be created in The BOS: Automatically by The BOS when ...
Lead 'Associated Appointment' linking
Each lead in your system can be associated with an appointment (consult or class). This is done ...
Lead 'Next Contact Date'
Each lead has an optional property called 'Next Contact Date'. This is actually a specific date a...
Integrating Contact Form 7 with The BOS using WebHooks
You can integrate Contact Form 7 with The BOS so that The BOS will get a copy of all form submiss...
Understanding Form Submissions
Form Submissions and Leads (also known as Deals or Opportunities in other systems) are two comple...
Custom Lead Fields
The BOS allows you to create custom lead fields. These are basically just 'special' categories ...
Form Submission WebHooks in The BOS
Many web forms allow you to specify a webhook. This is a URL that a copy of the data contained in...
Leads: Managing Cases
Part of the lead flow process is collecting patient information such as: Patient details (name...