Working with a contact. As soon as we connect or convert in an incoming opportunity. We want to go ahead and first assign the breath new. We’re going to work from left to right, assigning the revenue upload note and then edit. To assign the revenue, click on revenue and assigned to estimated procedure revenue. I’m going to select a procedure. Elton John’s interested in dermal fillers, so I’m going to scroll down a touch to select dermal fillers. High prices already pre-configured. They’re going to populate for me here. My patient coordinators, Rachel press shower. My location is CCDM in Orlando. I can add any notes. Then I will save my activity. I’ll the NC on my right hand side. My opportunity revenue has jumped roughly $1,400 I have also been added to this dermal fillers market group. Now marketing groups are very powerful tool because how we segment our entire patient database. Anytime we have specials or promotions related to dermal fillers, we know if the Elton John is going to receive an email because we know for a fact he’s interested in this. We can also segment our pipeline, vague marketing groups, but we’ll get into that in just a bit. Once you’ve assigned his estimate to procedure revenue, we can also upload the photos, consent forms, documents, you name it. We can also add notes. So for example, Elton John has a low pain tolerance.

Okay, click on save.

And if I scroll down here, I’ll be able to see all of the history and all of the activity that has gone on with Elton John ever since that very, very first interaction. For example, here is that form submission. I can also see that we added to the estimated procedure revenue and I can see that Rachel crush our also added a note that he has low pain tolerance. I’m going to scroll up again and we’re going to discuss the statuses. So right now he’s considered a new opportunity. New opportunity does not have any automation paired with it. So our next step is to change his status from new opportunity to considering consultation. To do so, we’re going to go ahead and click on edit up here. Right next to the note. Well, let’s, we selected edit. We can change his first name, middle name, last name, his email address, his phone number. We can add a contact memo. For example, this is more private or pressing information and this is going to appear next to his name and a little sticky note format and that’s going to hold true anytime we say his name throughout the software.

As discussed, we’re treating our status from new opportunity because there’s no automation paired with it and we’re changing it to considering and consultation. This is also where we can add or edit our marketing groups. So I click on right here, this field, I can go ahead and type in what I want to add him to. So for example, Botox and as I select it, you can see on the right hand side this little check Mark as appeared. If I want to de-select Botox, I simply click it again and that check Mark will disappear. I’m going to keep a check for now just to show you what it looks like. We can also add primary referral sources. So for example, Elton John came from the crystal clear demo loop site. If it’s a mutant referral, I can go ahead and find that referring patients to Dean and that would keep track and give that person credit.

So let’s scroll on up and now that we finish all this information, what to be sure to save this excuse little sticky note here. Well, that’s where that contact memo comes into play. So like I said, anytime we see Elton John’s name in our software, this little sticky note will appear and this pressing information will pop up. Once we click on the little sticky note, I’d just click away for it to disappear. Yeah, because we changed his status to considering consultation. Elton John received an email and a text message. If I scroll down, I’ll be able to see that he’s already opened his email two times. I can click on open message to see exactly what this email looks like. Now, open to means that they simply opened the email, clicked means they click on this logo to be directed to your website, or if they clicked on one of these social media icons to be directed to one of those platforms.

If I scroll down a bit further, I can also open up this text message that we sent him. Thank you for completing the contact form. We would love to talk with you. Please reply with a good time to reach you from SPC clay. No, keep in mind when a patient applies for a text message that will appear in your notification center for every single staff member, meaning it’s a universal notification. Now that we’ve discussed the initial automation that was sent out to Elton John, as soon as we changed that status, I’m going to scroll up and we’re going to view edit full profile. So I’m coming over here to history selecting edit, full profile, scrolling down a touch, and here I can edit that first name again, middle name, last name. I can add a gender at birth date we can add a patient ID number, we can upload a profile photo, we can add a company, a position, and then here at our lead seal status we have additional options. As you can see here to understand all of these, please watch our other video titled understanding the sales status. We can see the contact source was a website contact form. We can add a patient coordinator here. We can add a primary location if you have more than one, and you’ll see simply by clicking away. This edit has been saved. You can also add additional email addresses, sort of the priority level of the primary. You can delete an email simply by clicking on delete. Same is true for the street addresses and phone numbers as well.