Lead Journey, Basic Information

Lead Info #

The Lead Information page in the Manager panel is the starting point for viewing, editing, and managing all details related to a lead. This section gives managers a complete overview of the lead’s status and allows them to update core information when needed.

🔍 Core Lead Details #

Field	Description
Lead NO	Unique ID number of the lead in the system
Status	Current lead status (e.g., New, Pending, Qualified)
Manager	Main person responsible for follow-up
Creator	User who created the lead
Source	Where the lead came from (Panel, WhatsApp, Chatbot, etc.)
Campaign	Campaign associated with the lead (if selected)
Patient Form	Linked patient form (if submitted)

🧾 Contact & Categorization Info #

On the left side of the page, you can view and edit basic lead information:

Lead Name
Mobile Number & WhatsApp Status
Email
Language
Source
Treatment Category
How did you hear about us?
Partner / Referrer
Campaign
Assigned Salesperson (Assignee)

🎯 Completing these fields accurately greatly improves lead conversion rates.

🗂️ Sales Stage #

On the right side, you can set or update the pipeline and current stage of the lead.
Using the “Add More” option, you can assign additional stages if needed.

🛂 Upload Passport #

For many treatment or travel processes, a passport image is essential.
This section allows the manager to upload the patient’s passport easily.

💬 Internal Notes #

Managers can write internal comments or reminders in the Staff Comments section.
These are visible only to internal team members.

❌ Close Lead or Financial Case #

At the top of the page, two key options are available:

Cancel & Close Lead: Ends tracking and closes the lead case
Close Financial: Finalizes the financial part if the process is complete

✅ Benefits #

Instant access to all lead information
Easy, real-time editing
Better coordination through internal notes
Accurate sales stage management and next-step planning

📌 If the lead is linked to a patient form, data like language, country, and contact info auto-fill into this page.

Add Patient #

In NexaPortal, each lead can be connected to a patient profile.
This connection helps the sales manager centralize patient data and prevents duplicate entries in the system.

🧩 How to Connect a Patient to the Lead? #

At the top of the lead form, click the “Add Patient” button.
A pop-up window will allow you to either create a new patient or edit an existing one.

📝 Required Patient Info Form #

Field	Description
Username	Unique system username (letters & numbers only)
First/Last Name	Full name of the patient
Email	(Optional) but useful for communication
Mobile (Default)	Main contact number (required)
Additional Phones	Add more contact numbers if needed

🌍 Additional Patient Info #

This section includes more detailed data for better communication and commission handling:

Default Language
Additional Languages
Country of Residence
Commission Type (Fixed or Percentage)
Commission Amount
Gender

✨ These details are especially useful for support teams, translators, finance, and reporting systems.

✅ Important Notes

If a patient with the same phone number already exists, the system allows linking to the existing profile.
If new information is entered, a new patient profile is created automatically.
All entered details will be stored in the patient profile and accessible throughout the system (e.g., finance, services, chats).