Help / Marketing & patient acquisition

Assigning leads to the team automatically

Who gets each new lead the moment it arrives, and the target response time.

Available to: Owner & manager

1. 1

   Leads → Assignment & automation. Turn on "Turn on automatic assignment".

2. 2

   Choose the method: in turn (one after another), or to whoever has the fewest open leads. You can limit it to people who checked in today.

3. 3

   Pick the staff who receive leads and set the target response time in minutes. A lead past that time without contact shows in the bell and on its card.

4. 4

   Rules (optional): for example, orthodontic ad leads go to a specific person. A rule matches by source or by words in the interest, and the highest-priority rule wins.

5. 5

   Automatic follow-ups: moving a lead to Contacted sets a follow-up for tomorrow, Interested in two days, Attended in three days; closing the lead clears it.

6. 6

   Someone on leave? Use "Move a staff member's leads" to hand their open leads to someone else or redistribute them by the rules. "Assign leads with no owner" assigns them all at once.