Leads #

In Nexaportal’s Comprehensive Health Tourism System, a lead refers to a potential customer whose initial information has been registered in the system and can potentially convert into an actual customer or patient.

Leads typically contain contact information and initial interactions, and they are tracked and managed using system tools to turn them into real business opportunities.

In simple terms, a lead is the starting point for everything in the system, and after creating a lead, other system components such as cases and other functions will become relevant.

Leads Section #

In this section, all leads within the system are visible.

Leads are categorized into six groups for filtering and organization:

All: View all leads regardless of status.

New: View all newly created leads.

Pending: Leads with an assignee awaiting status determination.

Canceled: Leads canceled due to reasons such as no customer response or similar reason.

Spam: Leads marked as spam, often created through the website or advertisements.

Qualified: Leads that have been confirmed and are either in progress or completed.

Leads can also be displayed based on all, current day, week, or month.

Lead search box and filters for searching leads.

Lead List Headers: #

Registration number

Name of the person who created the lead or for whom the lead was created

Main contact number of the lead applicant

The person assigned to follow up and complete the lead (Assignee)

Language the lead was created in

Lead status (explained above)

Source of the lead

Advertising campaign through which the lead was generated

Date and time of registration in the system

Leads are created in the system through three main methods: #

Through the request form available on the website.

Through the panel by team members or employees with access.

Through other websites (integrations) and advertising campaigns connected to the system.

Website Form (Consultation Request Form) for Lead Creation #

Name field: Applicant’s name

Email field: Applicant’s email

Mobile field: Applicant’s valid contact number (used for follow-up)

Category field: Service category selected by the applicant

Message field: Applicant’s message or explanation

Referrer program field: Referral code or marketing partner’s code

If the user is logged in, fields such as name, email, and phone number are automatically populated from the user’s profile.

If the user enters the website via a referral link, the referral code will be automatically populated.

In the commission section (partners or marketers), details about the referral and marketing program are explained.

Panel Form for Lead Creation by Managers and Staff #

Customer field: Select the applicant from the existing patients in the system.

Name field: Applicant’s name

Email field: Applicant’s email

Mobile field: Applicant’s valid contact number

Language field: Applicant’s preferred language

Category field: Service category needed by the applicant

Partner field: Select marketer, referrer, or partner

Assignee field: Select the role or person to whom this lead will be assigned

Campaign field: Select the advertising campaign through which the lead came

Note field: Add notes or specific details about the applicant that are not visible to the customer

Place in automatic queue: Automatically assign the lead to the relevant online individuals.