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Patients Accelerator Recordings
Patients Accelerator Recordings
Module 2: Managing Conversations & Leads
The Conversations Inbox
How to reply to leads from FB, IG, SMS, and email
How to use templates and saved replies
Hot Lead Pipeline
Understanding pipeline stages & moving leads between stages
When to mark as “Booked,” “Won,” “Follow Up,” “Abandoned,” or “Lost”
Notifications & Tasks
Assigning tasks to team members
