DenGro Practice Support Team

Enrich your understanding of a lead by creating custom tags

NEW: Creating and using Tags

The Leads page has had a power up for 2025, get to know your lead data in a whole new way!

NEW: The updated Leads Page

Louise Buscombe

Michael Doe

Neil Stephen

How to manage leads and follow up tasks on the Lead Profile and Today page

Managing Leads & The Today page

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

Everything you need to know about managing your leads

Managing Leads

GDPR Requests

Appointment Requests

Enquiries

Referrals

Practice Notifications

Information on all the tasks on your Today Page

The Today Page

Why are appointment tasks showing 'Unassigned'?

How to cancel an appointment

Need to change an appointment? No problem.

How to reschedule an appointment

This article provides information on how to add a 2nd appointment in the DenGro app.

How to add a 2nd appointment

What is the 'Potential Revenue/Opportunity' value?

What are the SMS fail messages?

Create targeted email campaigns using DenGro’s filtered lead data and integrate with tools like Mailchimp for better patient engagement.

How to export contacts out of DenGro to Mailchimp

GDPR protects personal data; dental practices control data use and consent, with DenGro helping manage compliance and patient rights.

GDPR & Your Practice

DenGro’s consent shield shows what GDPR consent a lead has given, helping you track and update their marketing and contact permissions.

GDPR Consent Status

A quick guide on how to log into DenGro with Agilio's Single Sign On

How to Log into DenGro

Answers to common questions that require a more detailed response

Common Questions

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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