DENTIGMA / PRODUCT
Status-based follow-ups
Define a follow-up delay for each status. If no date is selected, the plan uses the representative’s working days. Completing a follow-up preserves its history and clears the next date.
HOW IT FITS YOUR DAY
Make follow-up independent of memory.
A clinic scenario
Elif’s Friday enquiry is assigned to Deniz. Monday is a day off and Wednesday morning is unavailable, so a two-working-day follow-up lands on Wednesday at 13:00.
- 01
Choose the status and primary owner
- 02
Apply the date based on shifts and time off
- 03
Complete with an outcome note and review its history
TRY IT YOURSELF
Try this feature’s workflow with sample data.
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