Global Clinic ConnectGuides
Guide 04

Manage relationships and follow-up

Turn genuine inquiries into organized contact records, move opportunities through the pipeline, and keep follow-up work visible.

ForCoordinators, owners, and administratorsTime10 minutes
By the end, you can✓ Maintain accurate contacts✓ Move opportunities through the pipeline✓ Complete follow-up tasks on time
01

Keep contact records useful

Contacts provides one relationship view for a person who has identified themselves.

1

Find the contact

Search by the information your clinic is permitted to use, then review the record before editing.

Open Contacts
2

Review the timeline

Use the timeline to understand inquiries, messages, appointments, notes, and follow-up without duplicating the person.

3

Record consent carefully

Record only a communication decision that is supported by the selected evidence source.

02

Move opportunities through the pipeline

The pipeline shows what needs attention and what has progressed.

1

Open Pipeline

Filter the board by owner, stage, priority, or saved view.

Open Pipeline
2

Update the stage

Move an opportunity only when the new stage reflects what actually happened.

3

Capture the next action

Assign an owner and create a follow-up task so the relationship does not depend on memory.

03

Work follow-up tasks

Tasks turns agreed next steps into a clear queue.

1

Open Tasks

Use today, overdue, and assigned filters to plan your work.

Open Tasks
2

Complete or snooze responsibly

Complete a task after the action is done. Snooze only when a new follow-up time is meaningful.

Self-help

Common questions

Why is an anonymous visitor not in Contacts?

Browsing alone does not create a contact. A contact appears after the person identifies themselves or your team records an approved inquiry.

Is a Contact the patient’s medical record?

No. Contacts supports relationship management. Clinical information belongs in the patient’s care and record areas.

What should I do with duplicates?

Review the timelines and identifying information before using any available merge or correction workflow. Do not delete a record simply because the names look similar.

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