Demo: every family and every number here is made up. Practice here. Enter real families only in the live Cubs Leads.

Cubs Leads

Cubs Corner

Cubs Leads

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Today Leads Tasks Marketing Feedback Settings
BoardList
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UsersConnections SectionsBrand

Today

Callbacks

My tasks today

Sections

Choose the sections for the clinic menu. This choice applies to every login.

Hidden sections keep their data. These choices do not change login access.

0New this week
0Waiting for a call back
0Evaluations booked this month
0Open leads

Drag a card to a different stage. On a phone, use “Move”.
Came inFamilyChildServicesReached us byHeard fromStageNext step

No leads match.

Tasks for you and tasks for anyone.

How families heard about Cubs Corner, week by week. "Booked" counts leads that reached Evaluation booked or Started care.

Download counts

Download CSV

Only families who said yes to email. Do not add health details to an email.

Filter the list

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Services
Stages
Heard from
Came in

Saved audiences

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AudienceFamiliesSaved by

Families in this list

NameEmailServicesStageHeard fromCame in

How to use this list

Download and import

Sending comes later. For now, download the CSV and import it into the clinic's email tool.

Read the status and answer for each request.

SentAboutTypeMessageFromStatusOur answer

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Each person has a named login. No shared logins. Every change here goes into the access log. "Show in lists" controls who shows in the owner lists, filters and pickers. A hidden person keeps the login.

Can open

Cubs Leads makes a one-time password. It shows one time only.

NameUsernameRoleCan openShow in listsStatusLast sign-in

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