Dan Phillips
2025-01-28 20:32:36

Creating a Conversion

Here is how to track a new conversion in LeadsRx:

  1. From the gear icon at the top of any page, select SETTINGS.
  2. Select MANAGE under conversions.
  3. Click TRACK A CONVERSION.
  4. Give it a name and optional description.
  5. Choose the appropriate conversion type and follow the instructions on the right-hand side.
  6. Click SAVE when you are done.
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