How to Assign a Coordinator to a Patient in Your CRM System

How to Assign a Coordinator to The Patient in CRM?

  1. Go to the Service menu and under the PureCRM tab open PureCRM View


  1. First, select the pipeline under which you want to manage an opportunity. 


  1. Double-click on the opportunity card to open the details.

  1. Now click on the wellness coordinator drop-down and select a coordinator.

Note: Wellness coordinators are the Staff members added under the Staff management.


  1. Click on the Save button to assign this change.

The new coordinator is successfully assigned to the patient in the selected patient in the CRM pipeline. 

                                    

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