An enquiry arrives
Review source, contact and channel information together. Clarify missing details in the conversation.
DENTIGMA / WORKFLOWS
Turn a first enquiry into a consultation.
For the representative receiving an ad or website enquiry: establish contact details, assign ownership and plan the first consultation.
Ownership is clear
Check team assignment for the lead. If there is a previous conversation, continue from that history.
The next step is planned
Set a status-based follow-up or book a suitable appointment. Record the decision in a note.
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Explore an example clinic workflow step by step.
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for your clinic.
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