Assigning a deal value is a great way to prioritize leads in your pipeline. For reporting, assigning a deal value also allows you to measure where your most valuable patients are coming from.

Note: We recommend assigning a default deal value to all of your leads and then updating it after you give them a quote on a specific service or procedure.

How to assign a deal value

• Navigate to the deals tab (which is the dollar sign icon on the left hand side)
• Navigate to the right pipeline
• Click on the contact's name
• Click the pencil icon
• Assign the deal value
• Click save