ORALZY
FAQ

Camp ke baad logon ko follow-up ke liye kaise bulaye?

Camps screen se message bhejne ka button nahi hai. Tarika: camp kholo → "participants" tab me severity / findings dekho → jinko bulana hai unhe "→ Patient" karo — unka lead Patient Connect → Leads & Outreach → Leads me source "camp" ke saath aa jaata hai, wahan "Next Follow-up" daal kar call karo.

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

Participants table me phone number dikhta hai — wahan se khud call / WhatsApp karo. Camp ke saare logon ko ek saath message bhejne ka button is screen par nahi hai. "→ Patient" se bane patient par tag "camp" lagta hai. Leads me "Filter Stage:" consult_booked chun kar camp se aaye leads dekho (Source column "camp") aur Coach tips follow karo.

Quick steps

  1. Camp kholo, "participants" tab dekho
  2. Jinhe ilaaj chahiye unpar "→ Patient" dabao
  3. Leads me unka lead kholkar "Next Follow-up" daalo
  4. Phone se call / WhatsApp karo

followupcampbulanacallmessageparticipantsevererecall