A Quick Tour of the Opportunities Tab

The Opportunities Tab is where you can see every lead’s journey, from first contact to conversion, in one simple view. If you’ve ever wanted a clear snapshot of your clinic’s pipeline, this feature is built for you.

In this article (and the video below) you’ll learn:

• How to view and track every lead in real time
• How to create a new pipeline or update an existing one
• How to apply advanced filters to manage your leads more effectively

Whether you’re handling new patient inquiries, following up on missed calls, or tracking campaigns, the Opportunities Tab gives you the visibility you need to stay organised and increase conversions.

🎥 Watch the video below to see exactly how it works inside Clinic Convert and follow along as you set it up for your clinic.

💡 Tip: If you’d like extra guidance, you can always book a free 1:1 call with our team.