Usi phone se pichhle 30 din me koi khuli lead (new / contacted / consult_booked / consulted) ho to nayi lead nahi banti — purani lead ke notes me naye jawab jud jaate hain aur history me 'Filled form "<form>" again' likha aata hai. Jis field ka 'name (key)' service / treatment ho, uska jawab Leads ke 'Interest' column me jaata hai (preset form me ye pehle se hai). Lead banna fail bhi ho to Submissions me entry phir bhi save hoti hai. Form bharne par na patient ko, na clinic ko koi WhatsApp / SMS apne aap jaata hai — Leads Pipeline se follow-up khud karo.
Lead Form bharne ke baad lead kaha aati hai?
Har bhara form do jagah aata hai: (1) Patient Connect → WhatsApp → Lead Forms → us form ka "📊 Submissions" (date-time + har jawab), aur (2) Patient Connect → Leads & Outreach → Leads me nayi lead — Source 'form', stage 'new', notes me form ka naam aur saare jawab. Card par submissions ki ginti bhi badh jaati hai.
Where in ORALZY: Patient Connect → WhatsApp → Lead Forms · Patient Connect → Leads & Outreach → Leads
Quick steps
- Lead Forms me form card par "📊 Submissions" dabao
- Ya Patient Connect → Leads & Outreach → Leads kholo
- Source 'form' wali lead dekho aur follow-up karo