Plugin Installation Instructions

Download LeadAlign form Zip. First of all download the leadalign zip file sent to you by LeadAlign administrator. Unpack the zip and Get form_id: Unpack the zip file. Double click to open the folder. Double click on the ‘templates’ folder. In the screenshot above, checkout the number in template file name after _ (underscore sign), […]

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When to Invest More in a Hot Lead Source

If only one lead source would stand out as indisputably and obviously the place to invest more of your marketing budget. Unfortunately, figuring out the direction toward which you should devote more of your time and dollars sometimes feels like you’re shooting blind. If you’re debating about whether to invest in a hot lead source, […]

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How to Analyze Your Leads

So you’ve got a stack of leads you’ve been tracking. Now what? Any good medical practice knows that not all leads are created equal. Through proper lead analysis, you can better gauge where to aim your follow-up efforts, and focus on those connections that are most likely to develop into long-term doctor-patient relationships. The Anatomy […]

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Connecting the Dots of Lead Tracking and CRM

On the back end, there’s lead tracking. On the front end, there’s customer interaction. Somewhere in the middle is where customer relationship management (CRM) systems land, which give more information about the source of your leads and how to properly manage them toward becoming patients. Can lead tracking and CRM work better together? What Drives […]

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