Landing (Prospects CRM)

The Landing module is the clinic's prospects CRM. It allows capturing and following up on contacts that arrive from different channels (social networks, recommendations, web searches) before they become patients. The route is /manage-landing/landing.

Prospect statuses

The system handles 10 statuses to classify the progress of the follow-up:

Status	Meaning
PENDING_CONTACT	Pending first contact.
CONTACTED_NO_RESPONSE	Contacted but no response.
CONTACTED_CALL_LATER	Contacted, call later.
RESCHEDULED	Reschedule follow-up.
REQUIRES_FOLLOW_UP	Requires follow-up.
NOT_INTERESTED	Not interested.
APPOINTMENT_CANCELED	Appointment cancelled.
INTERESTED_SCHEDULE_APPOINTMENT	Interested, schedule appointment.
APPOINTMENT_SCHEDULED	Appointment scheduled.
VISIT_COMPLETED	Visit completed.

Main metrics

• Total leads accumulated.
• High urgency leads.
• Today's follow-ups.

Contact origins

• Medical recommendation.
• Family recommendation.
• Google search.
• Social media ads.
• Facebook.
• Instagram.
• TikTok.

How the screen is organized

The screen combines a toolbar with status avatars, a statistics section (<app-stats>) and the prospect list. Above the list there are filters by date range.

Available actions

• Create prospect: high dialog with contact data, origin, status.
• Edit prospect: adjust data.
• Change status: status change dialog (<app-dialog-status>).
• Delete prospect: asks for confirmation; requires CRM: ADMIN.
• View match with patients: when creating a patient, the system searches for matches with prospects and allows linking them.

Roles and permissions

• CRM: WRITE to create, edit and change status.
• CRM: ADMIN to delete.

Documented features

Feature	Page
Create prospect	Create prospect
Change prospect status	Change prospect status
Link prospect with patient	Link prospect with patient

Relation with other modules

• Patients: the CRM linking allows a prospect to become a patient.
• Notifications: status changes can trigger automatic rules.
• Audit log: the changes are recorded.

Operational recommendations

• Keep the status updated so the metrics and filters reflect reality.
• Document internally the convention for each status.
• When registering a patient, always check if there is a match with prospects to avoid duplicates.