Assign Cards for Potential Opportunities

Module: Admin App

The Potential Opportunity is a feature designed to track and manage leads that did not immediately convert into appointments. This section allows agents to follow up with potential patients, understand the reasons for non-conversion, and take appropriate actions.

Steps for Card Assignment

1. Navigate to Configuration > Potential Opportunity > Card Assignment.

• The Cards assigned are location-specific, as in, they can only be configured or set up for any or all locations where the practice is active.

2. Click Configure on the intended Location.

3. In the displayed screen, specify the details:                                                                                 

• Location: The Area where the practice is present.
• Assigned Agents: This showcases how Cards are assigned to each agent. There are two ways in which that can be assigned,
  • Answered Agent - The agent who answered the call is assigned the Cards.
  • Round Robin - The Cards are assigned to agents one by one in rotation.
• Card Visibility option is set as Enable All by default.
• For Round Robin, you can select agents from the drop-down list. The rotation of the card assignment depends on the order in which agents are added from the list.

4. Click Update.

Support / Contact

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