Agent Dashboard for Lead Management

Quickly and conveniently access the most important lead-related tasks each day.

In a busy medical practice where each person is responsible for a variety of important duties, it can be difficult to keep up with lead related tasks each day.
Agent dashboards help your team organize and prioritize their lead responsibilities according to a structured workflow. 

On each login to Influx, any status changes, updates or new contacts are immediately available to your lead manager.  The priority of specific tasks are adjustable by system administrators so that tasks important to the practice are visible the moment they fall behind an agreed upon threshold.

The reminder system is configurable by your team to keep prompt them when specific tasks should be performed. Simply by competing tasks as they appear on their dashboard, your agents will stay ahead of critical tasks and improve the flow of leads through your intake process.

Streamline your Team’s Workflow and Increase Efficiency

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