New Lead and New Client Terminology

A form submission from with an email that has no client (a client gets created too)

A message sent through the embeddable widget with an email that has no client (a client gets created too)

An email that subscribes to newsletter and no client has been created yet(client gets created too)

Whenever a client is created in functions with a Life Cycle

Client added through the dashboard manually

Client signed up through the widget

Client was created after signing the liability waiver

Client was created after submitting an intake form

Client was created through the app

Client was created from a migration

Client was created by being added a family member from the widget

Client was created through the Upload feature in the client list