Prompt me Cancel dabaoge to kuch nahi badalta; wajah khaali bhi chal jaati hai. Lost lead "Lost" KPI me ginta hai aur Active se hat jaata hai. Lost lead par bhi "Convert → patient" button rehta hai — baad me aa jaye to seedha convert kar sakte ho. Dhyan do: likhi gayi wajah save hoti hai par is screen ki list ya Edit form me dikhti nahi; zaroori baat ho to Notes me bhi likh do. Mobile: "Lost" dabane par "Why lost?" poochta hai.
Lead nahi aaya to Lost kaise mark kare aur wapas kaise laye?
Patient Connect → Leads & Outreach → Leads → row me "Lost" → "Reason for losing this lead?" me wajah likho (jaise mehenga laga, door hai) → OK. Stage "lost" (laal) ho jaata hai. Wapas laana ho to "Stage ▾" se contacted ya koi aur stage chuno.
Where in ORALZY: Patient Connect → Leads & Outreach → Leads · Mobile: Leads screen → "Lost"
Quick steps
- Lead ki row me "Lost" dabao
- "Reason for losing this lead?" me wajah likho
- OK dabao
- Galti se hua to "Stage ▾" se pehle wala stage chuno