Review the history
Give the new owner messages, calls, notes and offers in one context.
DENTIGMA / WORKFLOWS
Change the representative without losing the history.
During leave, shift changes or redistribution, the new owner reviews previous messages and the plan from the same record.
Hand over open work
Mention the record in team discussion. Clarify ownership of waiting tasks and follow-ups.
Continue the conversation
Reply knowing the last discussion and next step. Retain permissions and visibility boundaries.
TRY IT YOURSELF
Explore an example clinic workflow step by step.
DENTIGMA
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for your clinic.
From the first enquiry to team planning, let’s discuss a Dentigma workspace that fits your needs.