Lead Lists
Build, share and work pipelines of providers, facilities and ACO networks with statuses, notes and follow-ups.
Open Lead Lists -- in the sidebar under Workspace.
A lead list is a working pipeline, not a bookmark folder. Each entry carries a status, notes and an optional follow-up date, and lists can be shared with your team.
Creating a list
There are three ways.
From a table filter
Filter a supported table, then click Save as list in the page header. Qope creates a list from the current result set, recording the filters used so you can see how it was built.
Supported source tables:
- Providers
- Prov Summary
- Prov Drugs
- Facilities
- ACO Networks
Provider-summary and provider-drug records resolve to the underlying provider record, so a list built from any of the three prescriber tables holds provider entries.
From records
On any record page, click Add to list. Pick an existing list or create one inline.
Empty
On the Leads page, create an empty list and add to it later.
Statuses
Every item has one of five statuses:
| Status | Colour | Meaning |
|---|---|---|
| Open | Blue | Not yet touched |
| Contacted | Violet | Outreach sent |
| Working | Amber | Active conversation |
| Won | Emerald | Closed successfully |
| Lost | Grey | Closed unsuccessfully |
Status counts appear on the list card so you can read pipeline shape at a glance.
Notes and follow-ups
- Notes are free text per item.
- Follow-up date is optional. An item whose follow-up date has passed and whose status is not Won or Lost counts as overdue.
Overdue items surface in three places: the list card, the Home leads panel, and the Radar page.
Bulk operations
Select several items and:
- Change status on all of them
- Remove them
- Copy them into another list
Refresh and enrichment
Refresh re-fetches the underlying records so names, locations and identifiers stay current, and pulls enrichment fields for provider entries. Refresh processes up to 120 items per run, and counts against your credit allowance.
Enriched provider leads are capped at 60 items per list for the enriched view.
Sharing
Toggle a list to and every member of your team account can see and edit it. Teammates receive an email notification when a list is shared with them, and when items are added to a shared list. Email notifications respect the preferences in your account settings.