How to Edit Leads in Your Marketing IQ Dashboard

Step 1: Access Call List

• Go to the Marketing IQ dashboard.
• Click on the Call List tab.

• Find the Leads section listing all the calls.

Step 2: View Lead Details

• Click on a lead's row to see more information.
• You will have options to:
  • Open a text conversation with the lead.
  • Copy a permalink of the lead.
  • Assign the lead to a staff member.
  • Mark the lead as not reviewed.
  • Flag the lead for further attention.
  • Leave a note on the lead.

Step 3: Determine Call Category

• Listen to the call recording or read the call transcription.
• Decide if the call is a Lead or Not a Lead.

Step 4: Categorize the Call

• If the call is a Lead, mark it as Converted or Not Converted.
  • Converted: The patient scheduled a valid appointment.
  • Not Converted: The patient did not schedule an appointment.

Step 5: Understanding 'Converted' Status

• Converted: A new patient has a valid appointment (i.e., they haven’t canceled or missed it).
• Marketing IQ automatically marks a lead as Converted when it finds an appointment for that phone number in your practice management system (PMS).
• If a patient cancels, the status changes to Converted-Lost.

Step 6: Manually Marking a Lead as Converted

• If a lead isn't automatically marked as converted (e.g., patient calls from a different number), manually select the patient's name to mark it as Converted.

Step 7: Handling 'Not Converted' Leads

• Mark a lead as Not Converted if the patient did not schedule an appointment.
• Reasons for not converting include: Missed, Dropped, Hung up on hold, Appointment not available, Inconvenient hours, Out of network, Medicaid, Shopping around, and Uncategorized.

Step 8: Identifying 'Not a Lead' Calls

• After reviewing the call recording or transcription, identify if the call is Not a Lead (e.g., calls from other practices, laboratories, or insurance companies).
• Categorize these calls for reasons such as Uncategorized,  Existing Patient, Never-a-Lead, Other Contact, Unsolicited Calls, Medicaid, and Wrong Number. 

Detailed Categories for 'Not a Lead' Calls:

• Uncategorized: Calls that don't fit into any specific category.
• Existing Patient: Calls from existing patients or their family members using different numbers.
• Never a Lead: Calls that will never result in a new patient (e.g., calls from other offices).
• Other Contact: Calls from vendors, insurance companies, laboratories, specialists, or staff.
• Unsolicited Calls: Calls from telemarketing companies.
• Medicaid: Calls related to Medicaid services.
• Wrong Number: Calls that were made to your office by mistake.

Additional Resources:

• How to Assign a Call Tracking Number to a Referral Source in Marketing IQ
• Call Recording and Staff Training with Marketing IQ
•  Step-by-Step Guide to Setting Up Call Tracking for Multiple Ad Campaigns in Marketing IQ

These steps will help ensure that you accurately categorize and manage your leads in Marketing IQ, leading to better insights and more effective marketing strategies.