DENTIGMA / PRODUCT
Lead management
See the enquiry source, conversation stage and collaborating owners in one record. Update its status and substatus and agree on the team’s next step; retain previous and current values together in the change history.
HOW IT FITS YOUR DAY
Give each enquiry an owner and a next step.
Elif has completed her first consultation. As she moves to the offer stage, Deniz hands the enquiry to Lena and Merve. The team sees her progress and the change in ownership in the same record.
- 01
Review the contact’s source, current status and owners
- 02
Choose a status, substatus and collaborating owners
- 03
Save and compare previous and current values in the change history
TRY IT YOURSELF
Try this feature’s workflow with sample data.
DENTIGMA
Let’s find the right flow
for your clinic.
From the first enquiry to team planning, let’s discuss a Dentigma workspace that fits your needs.