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Version: test

Worklist- Leads

  • Upon successful “Login” , user will be directed to the “ Landing Page ”.
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  • Click the "Worklist" module button on the landing page.
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  • Choosing from a dropdown menu- "Leads"
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  • The “Leads screen” will present user with a visual overview of key information.
    -The Leads Frame provides a centralized view of the current leads and their details.
    -Here’s a breakdown of the typical elements:

  • Types

  • Due

  • Resolved

  • Cleared/ Uncleared Leads
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  • Selecting "Lead Types" in the Leads Frame
    -Leads Frame might categorize leads based on various criteria in Dropdown Menu, include:

  1. All Types: This option displays all leads in your system, regardless of category.
  2. Web: Leads generated through your website, such as contact forms or live chat interactions.
  3. Follow Up: Leads requiring further communication or action from the sales team.
  4. WhatsApp: Leads generated through WhatsApp interactions.
  5. Referral: Leads obtained through referrals from existing customers or partners.
  6. Client Hangup: Leads who disconnected during a call or expressed disinterest.
  7. Incomplete: Leads with missing information that needs to be completed before proceeding.
  8. Manual Follow-Up: Leads requiring manual follow-up efforts outside of automated systems.
  9. Camp Follow-Up: Leads generated or requiring follow-up through marketing campaigns (specific to the system).

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  • "Due Filter" Options in the Leads Frame
    -This section explains the functionality of the “Due Filter” dropdown menu within the Leads Frame.
    -Dropdown Menu include-

  • All

  • Not Due

  • Over due
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  • "Resolved Filter" Options in the Leads Frame
    -Here’s a breakdown of the typical options user might encounter:

  1. All: This option displays all leads in the system, regardless of their resolution status.
  2. Not Resolved: This option displays leads that are still ongoing and haven’t reached a conclusive outcome.
  3. Resolved: This option displays leads that have been marked as completed, either through successful conversion, disqualification, or another finalized state.

  • Select the “ Crossed Box ” for the *“Cleared and Uncleared Leads”
    -A square box with an
    “X” mark** through it can visually indicate that the leads have been cleared or removed from the active list.

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  • Lead List:
    -This section will display a list of all the current leads.
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  • Each lead entry might include information such as:
    1.Contact Information (Email, Phone Number)
    2.Lead Name (Company/Individual)
    3.Files
    4.Symptoms
    5.Lead Type (e.g., Website form, Referral)
    6.Lead Information
    7.Notes
    8.Snooze
    9.Created Date
    10.Lead Status (New, In Progress, Closed Won/Lost) (if applicable)
    11.Follow -up
    12.Schedule

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  • Clicking on a "Lead Info" within the Leads Frame will display a pop-up window containing detailed information about the lead.
    -This pop-up serves as a quick reference for essential details relevant to the lead.

Typical Information Displayed:

  • Patient Name: The full name of the patient associated with the lead.

  • Age: The patient’s age, if provided.

  • Consultation Type: The type of consultation the patient is seeking (e.g., General Check-Up, Dermatology Consultation).

  • Department: The department or clinic where the consultation is requested (e.g., Cardiology, Pediatrics).

  • Doctor : If a doctor has been assigned to the lead, their name might be displayed here.
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  • Adding Notes to Leads
    -Steps included:
    1.Locate the Lead
    2.Click on the Notes Icon
    3.Compose Your Note
    4.Click “Add Notes”
    5.Notes will be updated

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  • Rescheduling Leads
    -There might be situations where you need to reschedule an appointment or follow-up action associated with a lead.
    -Steps involved:
    1.Locate the Lead
    2.Access Reschedule Option
    3.Enter New Date
    4.Optional Note (System-Specific)
    5.Click “Submit”

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  • Adding Follow-Ups to Leads
    -Follow-up tasks help you stay organized and ensure timely communication with your leads.
    1.Locate the Lead
    2.Access Follow-Up Option
    3.Enter Follow-Up Date
    4.Add Follow-Up Information
    5.Assign User
    6.Click “Add Follow-Up”

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  • Scheduling Lead Activities
    -The scheduling feature allows the user to set reminders, plan follow-up actions, and manage the interactions with leads.
    -Options user will encounter:
  1. Search Existing Records
  2. Lead Information
  3. “+” Button to create New Schedules

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  • Click “+” Button to Create New Schedules
    -Enter the details and select your preferences, click the button labeled “Create New” to confirm and schedule the activity
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  • Clearing Leads
    -There might be situations where leads need to be removed from the active list.
    -Steps:
    1.Locate the Lead
    2.Click the “Clear” Icon
    3.Reason for Clearing
    4.Enter Reason
    5.Click “Submit”
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  • Resolving Leads
    -The "Resolve" function allows the user to mark a lead as complete.
    -Steps:
    1.Locate the Lead
    2.Access Resolve Option
    3.Reason for Resolving
    4.Enter Reason
    5.Click “Submit”
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  • Navigating Lead Pages
    -Look for the pagination controls in the lower right corner of the Leads Frame
    -An arrow pointing left ( “<” or similar) typically represents the “Previous Page” option.
    -An arrow pointing right ( “>” or similar) typically represents the “Next Page” option.