Delete pakka hai — undo nahi, lead ki saari history chali jaati hai aur Total / Conv. Rate ki ginti bhi badal jaati hai. Agar sirf "nahi aaya" hai to delete ke bajaye "Lost" ya "cold" stage lagao, taki ginti sahi rahe. Lead delete karne se juda hua patient delete nahi hota. Mobile: card par laal dustbin → "Delete lead?" → "Delete".
Lead delete kaise kare aur kaun kar sakta hai?
Patient Connect → Leads & Outreach → Leads → row ke aakhir me laal "×" → "Delete this lead?" confirm. Sirf owner ya admin login delete kar sakta hai; dusre staff ke liye delete nahi hota aur "Failed" aata hai.
Where in ORALZY: Patient Connect → Leads & Outreach → Leads · Mobile: Leads screen → 🗑
Quick steps
- Owner / admin login se Leads kholo
- Lead ki row me laal "×" dabao
- "Delete this lead?" par confirm karo