Understanding sales statuses. On average, you can take up to 10 interaction to the prospect before they make a purchasing decision. The social patients in your includes automation to help keep in touch with your potential patients to optimize the use of the SPC. It’s important to understand all the sales statuses that prospects are in the appropriate status and received the correct automation. Now there two categories of the sale status, patient management and non-patient activity. So let’s go ahead and get into it. I pulled up Elvis Presley’s contact profile, select credit, the right of the profile, scroll down, find where it says status and change. They’re satisfied here. Oh, it’s really ugly. You can scroll down a touch and we can see that we’re being edit full profile. Yeah. Whenever you come onto the contact profile, this will most likely say history, so just click on this dropdown, find it well profile and then that will bring you to here. Now if we see on the left hand side of this is where we’ll be able to view our different statuses and trigger automation through here. So let’s go ahead and start from the bottom. I canceled, done to even being considered.

Now this status is means for prospects that completed their consultation but have yet to schedule a treatment or a surgery considering it a consultation. Now this sale status is used for prospects that you already had a conversation whether it was verbally or electronically, but they’re still researching their possibilities. Well all canceled in consult Nosha or fairly straightforward. No show means a feed prospect. It did not show up for their consultation. Council. Canceled is of course the prospect has canceled their consultation, non patient marketing or sales statuses that are used for non patient contacts like sales calls, et cetera. In bell contact is the sales status. The prospects that submit a form with an invalid phone number or an invalid email address. The general business it’s used for vendors or somebody over practice communicates with from an ongoing basis. It’s a short cut. It’s going to put this patient into an existing patient. Group. Procedures scheduled is the saddest use for patients that schedule treatment council. No sale is used for prospects that come through their consultation but have not scheduled a treatment or surgery.

Consults scheduled is the status used for a prospect that has scheduled a consultation unable to contact is used for prospects who have not been able to reach a one to lead in the database. You can a separate automation to keep in touch with these prospects for future services. And this can also be reviewed as part of the pipeline management regarding food, the status unable to contact. It’s also a great tool for marketing analysis. Now keep in mind the number of patient is in the new opportunity group. They do not receive any automation, so be sure to move all new opportunities to considering consultation. And that will always be your first step with prospects, proper sales statics. This allows us to properly follow up with each patient or prospect and as I mentioned, allows for a lot of automation or we’re going to go ahead and discuss that and understanding the automations video.