Create prospect

ModuleLanding (CRM)

Suggested profileMarketing / Reception

PermissionCRM: WRITE

StatusValidated

Objective

Register a new prospect (contact that is not yet a patient) to start their follow-up from the CRM.

Before starting

• Have CRM: WRITE.
• Have the prospect data: name, phone, email, origin, initial status.

Step by step

1. Enter the Landing (CRM) module from the side menu.
2. Click New prospect.
3. The high dialog opens. Enter:
   • Name and surname.
   • Phone and email.
   • Origin of the contact (medical recommendation, Google, Facebook, etc.).
   • Initial status (by default PENDING_CONTACT).
   • Notes or observations.
4. Confirm with Save.

Expected result

• The prospect is registered in the CRM.
• It appears in the list and in the metrics.
• The system shows a success message.

Pending: add screenshot of landing-crear-01-dialogo.png.

Common errors

Situation	What to do
The prospect already exists	Search before creating; use edit.
Mandatory data is missing	The system highlights the fields in red.

Suggested permissions

• CRM: WRITE.

Operational recommendations

• Capture the origin from the first moment so the metrics and reports are correct.
• If the prospect is already a patient, consider linking them directly from the Patients module.

Relation with other modules

• Patients: the CRM linking is done when creating a patient.
• Notifications: status changes can trigger automatic rules.
• Audit log: the registration is recorded.