---
title: Deal Stages and Automatic Messages
description: See which deal stages send automated emails or SMS messages to patients and which do not
---

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# 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](https://help.180medical.com/knowledge/new-leads?hsLang=en) | 3 hours | No | No |
| [New Information Submitted](https://help.180medical.com/knowledge/new-information-submitted?hsLang=en) | 1 business day | No | No |
| [Contacted Still Need Info](https://help.180medical.com/knowledge/contacted-still-need-info?hsLang=en) | 1 business day | No | No |
| [After Hours/Weekend](https://help.180medical.com/knowledge/after-hours-/-weekends?hsLang=en) | 1 business day (a.m.) | No | Yes |
| [Call 1](https://help.180medical.com/knowledge/call-1?hsLang=en) | 1 business day | Yes | If you sent a manual message: NO If you did NOT send a manual message: YES |
| [Call 2](https://help.180medical.com/knowledge/call-2?hsLang=en) | 1 business day | Yes | Yes |
| [Call 3](https://help.180medical.com/knowledge/call-3?hsLang=en) | 1 business day | Yes | No |
| [Call 4](https://help.180medical.com/knowledge/call-4?hsLang=en) | 1 business day | Catheter: No Ostomy: Yes | Catheter: No Ostomy: Yes |
| [Call 5 (Uro only)](https://help.180medical.com/knowledge/call-5?hsLang=en) | 1 business day | No | No |
| [Call 6 (Uro only)](https://help.180medical.com/knowledge/call-6?hsLang=en) | 1 business day | Yes | Yes |
| [Kid's Club Leads](https://help.180medical.com/knowledge/kids-club-leads?hsLang=en) | 2 weeks | Yes | No |
| [Setup in Progress - Catheter](https://help.180medical.com/knowledge/setup-in-progress-cath-or-ostomy?hsLang=en) |  | Yes | No |
| [Setup in Progress - Ostomy](https://help.180medical.com/knowledge/setup-in-progress-cath-or-ostomy?hsLang=en) |  | Yes | No |
| Closed - Successful Setup |  | No | No |
| [Call Closed - Could Not Contact](https://help.180medical.com/knowledge/call-closed-could-not-contact?hsLang=en) |  | Yes | No |
| [Min Uro](https://help.180medical.com/knowledge/min-uro?hsLang=en) |  | Yes | No |
| [OON Insurance](https://help.180medical.com/knowledge/oon-insurance?hsLang=en) |  | Yes | No |
| [Medical Facility](https://help.180medical.com/knowledge/medical-facility?hsLang=en) |  | No | No |
| [No insurance](https://help.180medical.com/knowledge/no-insurance?hsLang=en) |  | Yes | No |
| [Not in the US](https://help.180medical.com/knowledge/not-in-u.s?hsLang=en) |  | Yes | No |
| [Inco](https://help.180medical.com/knowledge/inco?hsLang=en) |  | Yes | No |
| [Inactive More than 90 days](https://help.180medical.com/knowledge/inactive-more-than-90-days?hsLang=en) |  | No | No |
| [Transfer to Relevant Dept](https://help.180medical.com/knowledge/transfer-to-relevant-department?hsLang=en) |  | No | No |
| Spam/Pranks |  | No | No |
| [Veteran's Association](https://help.180medical.com/knowledge/spam-/-pranks?hsLang=en) |  | No | No |
| [Samples Followup](https://help.180medical.com/knowledge/samples-follow-up?hsLang=en) | On Follow-up Date | Yes | No |
| [Samples Only](https://help.180medical.com/knowledge/samples-only?hsLang=en) |  | Yes | No |
| [Non-CVT](https://help.180medical.com/knowledge/non-cvt?hsLang=en) |  | No | No |
| [Ostomy Accessories Only](https://help.180medical.com/knowledge/ostomy-accessories-only?hsLang=en) |  | No | No |
| [Non-Core Supplies](https://help.180medical.com/knowledge/non-core-supplies?hsLang=en) |  | Yes | No |
| [Current Customers](https://help.180medical.com/knowledge/current-customers?hsLang=en) |  | No | No |
| [Other Provider / Not Ready to Change](https://help.180medical.com/knowledge/other-provider-/-not-ready-to-change?hsLang=en) |  | Yes | No |
| [Cash Only](https://help.180medical.com/knowledge/cash-only?hsLang=en) |  | Yes | No |
| [No Doctor / Prescription](https://help.180medical.com/knowledge/no-doctor/prescription?hsLang=en) |  | No | No |
| [VOO](https://help.180medical.com/knowledge/voo?hsLang=en) |  | No | No |
| Edgepark |  | No | No |
| [Waiting for Doctor's Appointment](https://help.180medical.com/knowledge/waiting-on-doctors-appointment?hsLang=en) | On follow-up date | Yes | No |
| [Home Health](https://help.180medical.com/knowledge/home-health?hsLang=en) |  | No | No |

 

- [Online Lead Specialists](https://help.180medical.com/knowledge/online-lead-specialists?hsLang=en#main-content)

    - [Deal Stage Details](https://help.180medical.com/knowledge/online-lead-specialists?hsLang=en#deal-stage-details)

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