How to Use Lead Tracking

The Lead Tracking section helps you monitor incoming client inquiries, including calls and emails. This page gives you visibility into potential clients who are engaging with your profile so you can respond quickly and convert interest into booked sessions.

This tool is designed to help you stay organized, improve follow-up, and track new business opportunities in one place.

At the top of the page, you will see three tabs:

All Leads

Displays every tracked inquiry, including both calls and emails.

Use this when you want a complete overview of new client activity.

Calls

Displays only phone call inquiries.

Helpful for tracking:

Missed calls
Callback opportunities
Phone-based client engagement

Emails

Displays only email inquiries.

Useful for:

Following up on written inquiries
Tracking message history
Managing client communication in an organized way

Lead Table Overview

When leads are present, they will appear in a structured table format.

The table includes the following columns:

Client User

Shows the name of the individual who reached out.

This helps you:

Identify returning prospects
Recognize repeat engagement
Personalize your follow-up

Date

Displays when the inquiry occurred.

This is important for:

Prioritizing recent leads
Measuring response time
Identifying patterns in engagement

Status

Indicates the current state of the lead.

For example:

New
Contacted
In Progress
Closed

Tracking status allows you to:

Avoid losing leads
Manage follow-up stages
Monitor conversion progress

Messages

Displays any written communication tied to the inquiry.

Helpful for:

Reviewing what the client asked
Preparing your response
Maintaining context during follow-up

Actions

Allows you to take next steps on the lead.

Depending on system setup, actions may include:

Viewing details
Updating status
Responding
Marking as completed

Date Filter

Located at the top right of the table.

This allows you to filter leads by a specific date range.

Use this to:

Review weekly inquiries
Track monthly lead volume
Compare performance across time periods

Filter Button

Allows additional filtering options if available.

You can use filters to:

View only new leads
Sort by status
Focus on calls or emails

Filtering helps you stay organized when volume increases.

Why Lead Tracking Matters

If you are serious about growing your practice, this section is critical.

It allows you to:

Respond faster to potential clients
Prevent inquiries from slipping through the cracks
Track conversion trends
Improve communication consistency
Measure interest generated from your Healing Sky presence

Providers who consistently monitor and follow up on leads increase their conversion rates.

Best Practices

Check Lead Tracking daily.
Update lead status as soon as you respond.
Follow up within 24 hours when possible.
Use date filtering to review weekly performance.
Track patterns to understand what content or profile updates are generating inquiries.