DenGro Practice Support Team

Make a Lead Inactive

How to manually add a new lead to DenGro.

Adding a new lead

Delete leads only if they’re duplicates or spam. For unresponsive leads, mark them as inactive to keep their data for future use.

Deleting a Lead

How to create a payment plan

What treatments can be nurtured in DenGro?

Learn how to add or change a lead’s treatment in DenGro to ensure they’re on the right journey—even for multiple treatments at once.

Adding a Treatment

Reassign a lead to another practice in your group in DenGro. Perfect for relocating leads closer to their preferred clinic.

Reassigning Leads to Another Practice in My Group

See a lead’s distance from your practice and estimated travel time by car, bike, or foot using DenGro’s location map feature.

Viewing a Lead's Location on a Map

Need to add some more detail to a lead's profile. Go for it.

How do you update or edit personal information on a lead?

How to use the activity log

Michael Doe

Louise Buscombe

Everything you need to know about managing your leads

Managing Leads

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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