ORALZY
Concept

Lead stages new, contacted, consult_booked, cold ka matlab kya hai?

Leads Pipeline ke 8 stage: new (abhi aaya), contacted (baat ho gayi), consult_booked (consultation fix), consulted (consultation ho gaya), treatment_started (ilaaj shuru), converted (patient ban gaya), lost (nahi aayega, wajah ke saath), cold (abhi thanda, baad me dekhna).

Where in ORALZY: Patient Connect → Leads & Outreach → Leads

Rang: converted hara, lost laal, new neela, cold grey, baaki peela. converted, lost aur cold "final" maane jaate hain — inpar "→ Next" nahi aata aur ye "Active" ginti me nahi aate. Coach tips bhi sirf baaki 5 stage wale leads ke liye bante hain. Ye stage sirf Leads Pipeline ke andar hain — patient ke chart, appointment ya bill par inka koi asar nahi. Stage apne aap nahi badalta (sirf camp se convert hua lead seedha consult_booked me banta hai).

Quick steps

  1. Patient Connect → Leads & Outreach → Leads kholo
  2. "Filter Stage:" dropdown se kisi ek stage ke leads dekho

stagecoldcontactedconsultedconvertedlostmatlabpipeline