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.