Learn how to create and manage study leads in Syncora, from capturing new trial opportunities to tracking their progress through different lead statuses. This training covers how to add lead details, associate sponsor and CRO companies with their contacts, record referral sources, and attach supporting documents.

You'll also learn how to update lead statuses and move qualified opportunities into the Pre-Selection Phase by assigning the relevant template, site, and Principal Investigator. Follow this walkthrough to keep your study leads organized and move opportunities smoothly through the pipeline.