Form wala lead: form ke saare jawab Notes me aate hain aur form ka naam campaign me. Same phone wala koi khula lead (new / contacted / consult_booked / consulted) pichhle 30 din me bana ho to naya lead nahi banta — usi lead ke Notes me naye jawab jud jaate hain. Form Patient Connect → WhatsApp → Lead Forms me bante hain. Camp wale lead ki Estimated Value severity se: severe ₹25,000, moderate ₹8,000, baaki ₹2,000. WhatsApp chat ya call se lead apne aap nahi banta.
Leads Pipeline me lead apne aap kahan se aate hain?
Do jagah se lead khud banta hai: (1) online Lead Form bhara gaya to source "form" ke saath naya lead (stage new); (2) Camps me participant ko "→ Patient" karne par source "camp" ka lead (stage consult_booked, patient se juda). Baaki saare leads "+ New Lead" se haath se bante hain.
Where in ORALZY: Patient Connect → Leads & Outreach → Leads · Patient Connect → WhatsApp → Lead Forms · Patient Connect → Leads & Outreach → Camps
Quick steps
- Patient Connect → Leads & Outreach → Leads kholo
- Source column me "form" ya "camp" dekho
- Lead ki Notes padhne ke liye "Edit" kholo