BookMedDocumentationbookmed.org ↗

BookMed

  • What BookMed is
  • Signing in to the admin panel
  • Pages
  • Media library
  • Menus
  • Contact messages
  • Site settings and Meta verification
  • Email settings
  • Administrators

MediCRM

  • mediCRM overview
  • Signing in
  • Pipelines and stages
  • Leads and the lead card
  • Bulk changes
  • Filters and saved filters
  • Finding and merging duplicate leads
  • Inbox and channels
  • Bots (stage rules)
  • Templates
  • Calendar and tasks
  • Reports and first response time
  • Goals
  • AI assistant
  • Billing, packages and online payment
  • Workspace, access levels and sample data
  • Export your data

MediPlan

  • mediPlan overview
  • Diagnose
  • Plan
  • Clinical checks
  • Approval
  • Report and PDF
  • Price lists and currency
  • Roles and permissions

MediCRM

Goals

Monthly targets for each person.

Open Reports, then Goals. Choose the month. For each person, set a target for leads received and a target for revenue from won leads.

The progress bars are worked out from the leads of the month. Salespeople see their own line; managers and admins see everyone.

← Reports and first response timeAI assistant →