Release Notes - November, 2017

New Features

  • Unified Lead/Patient Details Page
    • Manage all information for a lead/patient from a single page, from lead contact information through scheduling wellness program classes.
  • Simplified Leads Page
    • The Leads page shows a summary for each lead instead of controls to manage the talks, ROFs, and wellness programs.
  • Marketing Sources and Campaigns
    • Create marketing sources and campaigns to track your efforts at gaining new leads.
  • Lead Marketing Tracking
    • Assign new leads to marketing sources/campaigns to track lead generation efficiency over time.
  • Reports Section
    • View summaries of your lead process in the reports section. In this version, the "Marketing Report" was added as an available report.