Status queues
Filter requests by where they are in the sales conversation, so new enquiries never slip and follow-ups stay organized.
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Demo requests
The platform sales queue for demo and contact requests captured from the public marketing site. Each entry is a business enquiry from someone who wants to see the platform, not patient data. Work them from new through contacted and qualified to closed.
What you can do here
Requester details
Each request carries the name, organization, contact details, interest, and any message the visitor left, ready to reach out.
Status & notes
Move a request through the pipeline and attach an internal note. Notes are for your team only and are never shown to the requester.
Follow these steps
Work the queue
- Start with the New queue: these are fresh enquiries waiting for a first response.
- Reach out using the email or phone on the request, then set the status to Contacted.
- Mark promising conversations Qualified, and Closed once they convert or go cold.
- Add a note to record what happened so the next person has context.
Helpful habits
- Respond to new enquiries quickly; speed to first contact is the strongest driver of demo conversion.
- Keep the status current so the queue reflects reality and nothing is worked twice.
- These are sales contacts, not patients: never paste patient information into a note.
Tips
- The interest tag (demo, sales, pricing, partnership, question) tells you what the visitor was after.
- Requests come in from the Book a Demo and Talk to Sales buttons across the marketing site.
- Only platform administrators see this queue; every action is enforced again on the server.