- Module:
- CRM & intake, switched on in Settings → Modules
- Access:
- Participant and patient records at Manage, set by role in Settings → Roles
Step by step
- Log an enquiry, move it through the stages, and convert it when it becomes real.
On this screen
New lead
An enquiry or referral at first contact.
Convert to client
Turn a lead into a real client record.
- Check for an existing record first — a duplicate client splits their notes and their funding.
Lead detail
One lead, its stage and its history.
Decline this request
Refuse a meeting request that came from your website, with the reason your team will read later.
- Declining frees the time immediately, so somebody else can request it.
- The reason is required.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
