Kram: new → contacted → consult_booked → consulted → treatment_started → converted. "→ Next" converted / lost / cold par nahi le jaata — treatment_started par web me "→ Next" dabaoge to "Use Convert / Lost for final stages, or pick a stage" aata hai; tab "Convert → patient", "Lost" ya "Stage ▾" use karo. converted, lost aur cold leads par "→ Next" button nahi dikhta. "Stage ▾" se galat stage wapas bhi kar sakte ho (jaise lost se contacted); "Stage ▾" me lost chunoge to wajah poochega. Edit form me bhi Stage dropdown hai. Mobile: "Stage ▾" dabane par "Move to which stage?" list khulti hai; treatment_started par mobile ka "→ Next" seedha yahi list khol deta hai.
Lead ka stage aage kaise badhaye ya badle (→ Next, Stage ▾)?
Patient Connect → Leads & Outreach → Leads → lead ki row me "→ Next" dabao (agla stage), ya "Stage ▾" dropdown se koi bhi stage chuno. "lost" chunoge to wajah poochega. Row turant naye stage ke rang me dikhta hai.
Where in ORALZY: Patient Connect → Leads & Outreach → Leads · Mobile: Leads screen → "Stage ▾"
Quick steps
- Patient Connect → Leads & Outreach → Leads kholo
- Lead ki row dhoondo
- Agle stage ke liye "→ Next" dabao
- Koi aur stage chahiye to "Stage ▾" se chuno