Search naam, phone aur email ke kisi bhi hisse se milta hai — UHID se nahi (UHID lead par hota hi nahi). List naye se purane kram me hai aur ek baar me sabse naye 500 leads dikhti hain; purana lead na dikhe to naam / phone se search karo. Source ke hisaab se filter is screen par nahi hai. Mobile: upar search box aur stage chips ("All", new, contacted…).
Leads me kisi ko naam ya phone se kaise dhoondhe, stage filter?
Patient Connect → Leads & Outreach → Leads → "Search name, phone or email…" box me likho (list khud chhoti hoti hai), aur "Filter Stage:" dropdown se ek stage chuno ("All Stages" = sab). Kuch na mile to "No leads match".
Where in ORALZY: Patient Connect → Leads & Outreach → Leads · Mobile: Leads screen
Quick steps
- Patient Connect → Leads & Outreach → Leads kholo
- Search box me naam / phone likho
- "Filter Stage:" se stage chuno