Tip in niyamon se banti hai: new lead 1+ din se untouched; contacted par 3+ din se consult book nahi; consult_booked me Next Follow-up ki tareekh nikal gayi; consulted ke 7+ din baad bhi treatment shuru nahi; ₹50,000+ ka lead 2+ din purana ("High-value lead (₹50k+) — prioritize personal call"); "Assigned To" khaali ("Unassigned — assign owner immediately"). Din lead banne ki tareekh se gine jaate hain. Laal = high, peela = medium. Card me sabse upar 15 tips dikhti hain. converted, lost, cold leads par tip nahi banti. Tip hatane ke liye kaam karo: stage badlo, Assigned To bharo, ya Next Follow-up aage karo. Ye koi message ya reminder nahi bhejta. Mobile par Coach tips card band (collapsed) khulta hai — tap karke kholo.
Leads me "🔥 Coach tips" kya hai aur kab aata hai?
Patient Connect → Leads & Outreach → Leads ke upar "🔥 Coach tips" card un leads ki list hai jin par abhi kaam karna chahiye — har lead ke saath wajah likhi hoti hai (jaise "New lead untouched for 2d — first contact now"). "Hide" / "Show" se band-khol sakte ho.
Where in ORALZY: Patient Connect → Leads & Outreach → Leads
Quick steps
- Patient Connect → Leads & Outreach → Leads kholo
- Upar "🔥 Coach tips" card padho
- Har lead par bataya gaya kaam karke uska stage ya Assigned To update karo