ComForCare Lead Tracker

Staff Portal

Please sign in with your authorized Google account to access the Lead Tracker.

How the Tracker Works

Your quick guide to managing the Concierge Pipeline.

Smart Timers

The tracker automatically calculates when a lead needs attention based on their age.

New Leads (1-15 days): Require frequent contact (every 1-2 days).
Warm Leads (15-30 days): Follow up every 4 days.
Older Leads (30+ days): Follow up weekly to keep them warm.

Color Codes

Quickly identify the status of a lead by the colored dot on their card.

Overdue / Needs Action Now

Due Today

Due Tomorrow

Assessment Booked

Future Call Scheduled

Reactivated (restored by manager)

Snoozed (Hidden from alerts)

Push Notifications

Never miss a follow-up. Click the Bell Icon at the top of your screen to enable alerts.

Note: Your browser will ask for permission. Once allowed, you will receive native popup alerts even if you switch tabs. If blocked, you will still see in-app notifications.

Auto-Calendar Invites

When you book an Assessment through the lead's profile, the system does the heavy lifting automatically.

Sends a direct invite to your Google Calendar.
Emails you an .ics file so you can add it to Outlook, Apple Mail, or any other calendar.

Scheduled Calls & Early Follow-ups

The tracker handles scheduled calls intelligently — the label updates as the call time approaches, and the system recognizes if you follow up ahead of schedule.

Before the call time: The badge shows "Call at 5:00 PM" in purple — the card stays in the Upcoming column.
Once the time passes: The badge flips to red "Call Overdue" until you log a follow-up.
Logging a follow-up early: If you follow up before the scheduled time, the history entry is auto-tagged as "Followed up early" with the original time noted.
After any follow-up: The scheduled call is cleared and the lead returns to the regular age-based reminder schedule (unless you pick "Call later" and set a new date).

New Lead Intake

Capture a new prospective client and get them into the Concierge Pipeline immediately.

Lead Source

New Lead Intake

Patient Full Name *

Phone Number

Lead Source

Services Needed

Initial Notes

0 / 500

Performance Review

Booking & win activity per rep in the selected timeframe.

Counts include all booking, win, and archive events in the selected timeframe — even if those leads are no longer in the same status today.

1
Log Follow Up

Method

Outcomes (Select multiple)

0 / 100

2
Upcoming Events & Scheduling

Book / Reschedule Assessment

Reschedule Planned Call

3
Transfer Lead

Transferring this lead will remove it from your board and notify the manager.

Activity History

Edit Profile

Patient Name

Phone Number

Note: Updating the primary phone number will log this change and notify the manager.

Adjust Services

Intake Notes

0 / 500

Archive Lead

Select the primary reason for archiving .

Staff Management

Manage access levels and team members

Add New Staff Member

Current Team Directory

Staff Member	Google Auth Email	Access Level	Actions
Loading staff directory...

Lead Tracker

Details

1–15 Days Old

15–30 Days Old

30+ Days Old

Needs Action

Upcoming

All Active Pipeline

Executive Dashboard

Rep Details

Reassign Lead

Message Staff

Staff Portal

Lead Tracker

Details

Sign Out

1–15 Days Old

15–30 Days Old

30+ Days Old

Needs Action

Upcoming

All Active Pipeline

Executive Dashboard

Rep Details

How the Tracker Works

Smart Timers

Color Codes

Push Notifications

Auto-Calendar Invites

Scheduled Calls & Early Follow-ups

New Lead Intake

New Lead Intake

Performance Review

Lead is Snoozed

Reassign Lead

Message Staff

Initial Intake Note

1 Log Follow Up

2 Upcoming Events & Scheduling

3 Transfer Lead

4 Note to Owner

View Activity History

Activity History

Edit Profile

Archive Lead

Staff Management

Add New Staff Member

Current Team Directory

1
Log Follow Up

2
Upcoming Events & Scheduling

3
Transfer Lead

4
Note to Owner