Kisi staff ko lead dena ho to "Assigned To" me uska username likho — list ke "Assigned" column me dikhta hai aur Coach tip "Unassigned" hat jaati hai. Edit form ka Stage dropdown bhi stage badal deta hai (par lost ki wajah sirf "Lost" button se poochi jaati hai). Leads ke liye koi role rok nahi hai — login wala koi bhi staff add / edit kar sakta hai; Auditor login sirf dekh sakta hai. Mobile: card par "Edit".
Lead ki details (phone, source, assigned) edit kaise kare?
Patient Connect → Leads & Outreach → Leads → lead ki row me "Edit" → form "Edit Lead" khulta hai → naam, phone, source, interest, value, stage, "Assigned To", follow-up, notes badlo → "Update Lead". "Cancel" se bina save wapas.
Where in ORALZY: Patient Connect → Leads & Outreach → Leads · Mobile: Leads screen → "Edit"
Quick steps
- Lead ki row me "Edit" dabao
- Jo badalna hai badlo
- "Update Lead" dabao