Digital Signature for Lead Management for Healthcare: Try a Brand New CRM

Setting up digital signature for Lead management for Healthcare with airSlate SignNow

airSlate SignNow’s digital signature for Lead management is your go-to piece of technology for handling your Healthcare document-based processes while staying compliant with industry-leading frameworks. With our CRM, you can add, modify, and manage new and existing signers and get an aerial view of your contact database.

Here are your first steps to explore airSlate SignNow’s CRM:

1. Create an account or sign in to your existing one. If you’re new to airSlate SignNow, check out the subscription options and select your free trial.
2. Navigate to and explore the Contacts tab. On your left, locate the Contacts tab and start adding new contacts along with their basic information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some documents for execution, those contacts will appear in the CRM automatically. You can manage them from one place without compromising the files with which you both interacted.
4. Check the contact info and files with it. Hit View to pull up the contact details of a user and paperwork coming with them.
5. Send a document out for signature and data collection. Choose Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Customize your accompanying message and inform your Contacts about what they need to do after completing the terms of your document.

Our CRM’s interface is sleek, easy understand, and requires no special tech skills. Gain more control over your document processes and constantly enhance the experiences of your employees, your customers, and your business partners. Try our digital signature solution with built-in Lead management for Healthcare.