Deal Stages and Automatic Messages

See which deal stages send automated emails or SMS messages to patients and which do not

DEAL STAGE	FOLLOW UP WITHIN	AUTOMATIC EMAIL	AUTOMATIC TEXT MESSAGE
New Leads	3 hours	No	No
New Information Submitted	1 business day	No	No
Contacted Still Need Info	1 business day	No	No
After Hours/Weekend	1 business day (a.m.)	No	Yes
Call 1	1 business day	Yes	If you sent a manual message: NO If you did NOT send a manual message: YES
Call 2	1 business day	Yes	Yes
Call 3	1 business day	Yes	No
Call 4	1 business day	Catheter: No Ostomy: Yes	Catheter: No Ostomy: Yes
Call 5 (Uro only)	1 business day	No	No
Call 6 (Uro only)	1 business day	Yes	Yes
Kid's Club Leads	2 weeks	Yes	No
Setup in Progress - Catheter		Yes	No
Setup in Progress - Ostomy		Yes	No
Closed - Successful Setup		No	No
Call Closed - Could Not Contact		Yes	No
Min Uro		Yes	No
OON Insurance		Yes	No
Medical Facility		No	No
No insurance		Yes	No
Not in the US		Yes	No
Inco		Yes	No
Inactive More than 90 days		No	No
Transfer to Relevant Dept		No	No
Spam/Pranks		No	No
Veteran's Association		No	No
Samples Followup	On Follow-up Date	Yes	No
Samples Only		Yes	No
Non-CVT		No	No
Ostomy Accessories Only		No	No
Non-Core Supplies		Yes	No
Current Customers		No	No
Other Provider / Not Ready to Change		Yes	No
Cash Only		Yes	No
No Doctor / Prescription		No	No
VOO		No	No
Edgepark		No	No
Waiting for Doctor's Appointment	On follow-up date	Yes	No
Home Health		No	No