Introduction to CRM - Dentolize & Medicolize University

The CRM helps your team follow up leads: people who contacted the clinic but aren’t patients yet. Each lead moves through the stages of a journey, for example New → In Progress → Scheduled → Converted, until they become a patient or are rejected.

🧩 Key terms

Term	Meaning
Lead	A potential patient, with name, phone, source, deal size and score
Journey	A pipeline of stages, shown as a board. Clinics usually have Sales, Follow-Up and Lost
Stage	A column of the journey, such as New or Scheduled. Each stage can have a maximum number of days and assigned users
Reject Reason	Why a lead was lost, for example Price or No Response

📍 Where to find it

When CRM is enabled for your clinic, CRM appears in the side menu with Leads and Reminders. Setup is in Settings → Leads.

CRM is enabled for your clinic by Dentolize. Contact support if you don’t see it. Each user also needs the Leads permissions in their permission group.

📥 Where leads come from

Added manually by your team.
The WhatsApp Bot, when a new number messages you (including from Click-to-WhatsApp ads).
Lead QR Links: a form patients fill in from a QR code or link.
An Excel import (clinic owner).

A lead is a patient file in a “lead” state. When they’re ready, Convert To Patient turns the same file into a patient, keeping all its notes. Next: Creating the journey and stages.