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Opportunities & Pipelines

Track every patient journey stage by stage and build pipelines.

7 articles

1Opportunities overviewLearn the difference between contacts and opportunities, and how pipelines, stages, value and status work.
2Create a pipelineBuild a pipeline that matches your patient journey, add and reorder stages, and set the chart options.
3Add an opportunityCreate an opportunity for a patient manually and fill in pipeline, stage, value, owner and source correctly.
4Stages and statusMove opportunities between stages with drag and drop, and use the Open, Won, Lost and Abandoned statuses correctly.
5Views and filtersSwitch between board and list view, and use filters, sorting, search and saved views to focus on the right opportunities.
6Customise cardsChoose which fields appear on board cards, so you can see treatment type and travel date without opening the card.
7Import opportunitiesBring opportunities from your old CRM or spreadsheet into the right pipeline and stage with a CSV file.

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