Name Phone Source Status Last Touch Next Action Assigned To Notes
Sarah Johnson (678) 555-0142 Google Search Booked May 12, 9:15 AM Appointment May 14 Maria R. Prefers morning slots β‹―
Michael Lee (770) 555-0287 Website Form Follow-Up Sent May 12, 8:45 AM Follow-up May 14 James T. Asked about insurance β‹―
Jessica Martinez (404) 555-0391 Instagram Ad Needs Callback May 11, 5:20 PM Call back today Maria R. Left voicemail twice β‹―
David Thompson (678) 555-0458 Missed Call Recovered May 11, 4:10 PM Confirm appointment James T. AI recovered via SMS β‹―
Emily Davis (770) 555-0514 Facebook Ad Follow-Up Sent May 11, 11:30 AM Follow-up May 13 Maria R. Interested in new patient β‹―
Ryan Anderson (404) 555-0673 Referral Booked May 10, 3:05 PM Appointment May 16 James T. Referred by Dr. Kim β‹―
Olivia Brown (678) 555-0729 Google Search Needs Callback May 10, 1:45 PM Call back today Maria R. Urgent β€” chest pain inquiry β‹―
Daniel Wilson (770) 555-0836 Website Form Follow-Up Sent May 10, 10:20 AM Follow-up May 13 James T. New patient, annual physical β‹―
Sophia Garcia (404) 555-0947 Instagram Ad Booked May 9, 4:30 PM Appointment May 15 Maria R. Pediatric consult β‹―
Matthew Taylor (678) 555-1053 Missed Call Recovered May 9, 2:15 PM Confirm appointment James T. AI text recovery successful β‹―
Amanda White (770) 555-1162 Facebook Ad Follow-Up Sent May 9, 11:00 AM Follow-up May 12 Maria R. Interested in telehealth β‹―
Christopher Harris (404) 555-1274 Referral Needs Callback May 8, 3:50 PM Call back today James T. Referred by Northside β‹―
Ashley Martinez (678) 555-1385 Google Search Booked May 8, 1:30 PM Appointment May 13 Maria R. Returning patient β‹―
Joshua Robinson (770) 555-1496 Website Form Follow-Up Sent May 7, 4:00 PM Follow-up May 10 James T. Workers comp inquiry β‹―
Megan Clark (404) 555-1607 Instagram Ad Needs Callback May 7, 10:45 AM Call back today Maria R. No answer x3 β‹―