Add new pipeline leads to treatment opportunity pipeline
Add new pipeline leads to treatment opportunity pipeline
Your new pipeline leads can go unassigned and grow cold when they aren't routed to the clinic opportunity pipeline. Routed prospects arrive with context for same-day follow-up.
Overview
When intake-stage prospects land in a client pipeline, clinic teams need contact context immediately or outreach windows close. This flow moves those prospects into the clinic opportunity pipeline and equips intake staff to initiate same-day follow-up and booking.