The Customer Profile (lead view) captures all information about a prospective client before they convert — their source, treatment interests, budget, communication history, and any notes from consultations. It bridges the gap between a raw enquiry and a full client record, ensuring no information is lost in the conversion.
Hoe Het Werkt
01
Create a new customer profile in Leads → New Contact
02
Record their personal details, treatment interests, and how they heard about you
03
Log all follow-up communication against the profile
04
When they book, convert the profile to a full client record with one click
Belangrijkste Kenmerken
Lead Source Tracking
Treatment Interest Recording
Budget Capture
Communication Log
Consultation Notes
Document Attachment
Conversion to Client
Pipeline Stage Tracking
Pro Tips
Record treatment interests in the customer profile so the first consultation is already personalised
Note the budget in the profile to ensure your team recommends appropriate treatment plans
Use the communication log to pick up conversations seamlessly across different staff members