Lead pipeline & attribution
Track lead stages, owners, next actions, estimated value, and attribution so your clinic can turn enquiries into booked care.
Use the Pipeline tab at /practice/leads to give each enquiry a stage, an owner, a next action, and an estimated value.
Work the board
- Open a lead card in the stage board.
- Choose a pipeline stage, or leave it Unassigned until the next step is clear.
- Assign a team member.
- Set a next-action date and note.
- Add the estimated value in pounds, then save.
Cards past their next-action date show an orange warning. Each column shows its lead count and the total estimated value. Leads reach the board when someone completes your public funnel.
Measure attribution
Open Attribution and choose Last 30 days, Last 90 days, or All time. Compare source, medium, campaign, leads, qualified leads, booked leads, booking conversion, and revenue from succeeded payments. Clineso follows UTM/source data from the first enquiry through booking to payment, so use tagged campaign links.
The Submissions view remains the place to inspect raw answers and eligibility details.