Helpoben.care

Work your leads

Find new leads, add one by hand, move a lead into a pipeline, or close it as lost.

Who can do this
Staff with View marketing and Access clients can see leads; adding or closing a lead needs Manage client information, and adding it to a pipeline also needs Manage marketing
Where in Oben
/marketing/leads

Saved in this browser only, so every article can open its screen.

Every lead your funnels and forms capture lands in one list, newest first.

Steps

  1. Open Marketing and select the Leads tab.
  2. Use the chips to narrow the list: All, New, Nurture, Prospects, Client or Closed. To search, type in Search name, email, phone… or Source and select Filter.
  3. Select a lead's name to open its panel: how they reached you, their consents and any pipeline card.
  4. To follow up in a pipeline, select Add to Pipeline. Choose the Pipeline and Stage, and optionally an Owner, Expected close, Estimated value, Next action date and Next action. Select Promote.
  5. To message the person, select Open in Connect →.
  6. To book them in, select Book a visit. The Schedule opens ready to book, and booking makes them a prospect.
  7. If they bought outside Oben, select Mark as client, answer What did they buy? with the date, then select Mark as client.
  8. If the lead will not go further, select Mark lost or Disqualify, then Confirm.

Add a lead by hand

  1. On the Leads tab, select Add lead.
  2. Enter First name, Last name and Source. Email and Phone are optional.
  3. Select Save lead.

Good to know

  • A matching email or phone attaches the inquiry to that person. Their record is not rewritten and no consent is recorded.
  • Add a friend's referral code with Attach referral code in the panel. An existing client gets no welcome offer.
  • Book a visit shows for open leads when your role can manage client details and the schedule.
  • Staff allowed to merge and delete duplicates see Merge duplicate… and Delete lead… in the panel. To remove several junk or test leads, tick them in the list and select Delete selected. A lead with history is kept; merge it instead. A delete can't be undone.
  • Mark as client needs the Change a client's stage permission.
  • Under Funnel numbers, owners and marketing managers can select Mark as a test to leave a test lead out of the funnel's numbers, or Count it again.
  • If missed-call logging is on for your clinic, Missed call — text back saves the caller as a lead, creates a callback task and drafts a text-back. Nothing is texted without consent and a person's approval.