OSD CRM
Concierge
SmileUp
Implants
Invisalign
Whitening
General
All Team
Joreen
Raquelle
Diana
Patricia
Lina
Alek
Ray
Eumi
Active
Won
Lost
All
New Case
Total Cases
0
Pipeline Value
$0
Won This Month
$0
Overdue
0
Avg Days in Stage
0
Name
Service
Pipeline
Stage
Value
TC
Dentist
Status
Created
Days
New Case
Existing contact found
Use Existing
Create New Anyway
Contact
First Name
Last Name
Mobile
Email
Case
Lead Source
Select...
Google Ads
Instagram Ads
Facebook Ads
TikTok Ads
YouTube Ads
SEO
Influencer
Referral
Existing Patient
Other
Primary Service
Select...
SmileUp™ Veneers
Dental Implants
Invisalign
Whitening
General
Estimated Value
Assigned Concierge
Select...
Joreen
Raquelle
Diana
Patricia
Notes
Add Note
Note
Mark as Won
Reason
Future re-engagement potential?
Select...
Yes — may revisit
No — unlikely
Edit Case
Add Service
Create an additional case for
Service
Select...
SmileUp™ Veneers
Dental Implants
Invisalign
Whitening
General
Estimated Value
Notes