Updating Opportunities

This is the MOST IMPORTANT task for seeing success in the OrthoBoost system. The sooner you update opportunities, the more likely we are to get you higher qualified leads.

Pipeline Stages

  • Started: Signed contract
  • No Show: Did not show up to the appointment & OrthoBoost will follow up with these leads
  • Cancelled: They don’t want to come in at all and lost interest
  • Pending: Likely to start, but waiting on something (signed contract awaiting dental work)
  • Observation: Not ready for treatment, waiting on permanent teeth
  • No Sale: Attended but declined treatment - leave a note on the opportunity card why they declined
  • Not Qualified: They had no money or teeth