ORALZY
How-to

Leads pipeline me naye enquiry wale log kaise track kare?

Patient Connect → Leads & Outreach → Leads → "+ New Lead": naam, phone, source (walk-in, google, facebook, justdial…), service interest, estimated ₹, stage, assigned to, next follow-up → "Create Lead". Table me "→ Next" stage aage, "Lost" (wajah), "Convert → patient" (pehle patient register karo, phir jodo). Menu me na dikhe to aapki clinic ke liye abhi chalu nahi hua (pehle beta clinics me aata hai).

Where in ORALZY: Patient Connect → Leads & Outreach → Leads

Stages: new, contacted, consult booked, consulted, treatment started, converted, lost, cold. Upar Total, Active, Converted, Lost aur Conversion Rate ("All time" / "Last 90 days") aur "Coach tips". Search aur stage filter. "→ Next" converted / lost / cold me nahi le jaata — uske liye Convert / Lost / "Stage ▾". Menu me na dikhe to ORALZY support se chalu karwayein.

Quick steps

  1. Patient Connect → Leads & Outreach → Leads
  2. "+ New Lead" bharo
  3. Follow-up ke baad "→ Next"
  4. Aa gaya to "Convert → patient"

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