Won Lead

When any lead books an appointment on any of our client’s websites through our Growth99+ booking link, that “lead” is automatically turned to “Won” in our Growth99+ app.

And, for won leads, we don’t send any campaign email/SMS as they have already become their patients.

But, when the client is using the appointment booking feature from some other providers than Growth99, then, to stop the campaign emails and SMS, we need to turn the lead status to “WON” manually so that no email/SMS got sent to them.

Following is the process to turn the lead status to “WON”.

Step – 1

We need to open the lead details page from the “Leads” section by clicking on the edit icon as shown below.

Step – 2

Then, a lead details page will open up.

Click on “Won” as shown below.

Now, the lead won’t get any SMS/email as soon as it will turn to “Won”.

Repeat the process for all the leads you don’t want to send campaign SMS/email.

Thank You.