When to convert
Convert once the patient has shared photos or X-rays and is ready for a dentist's opinion. Until then, keep working the lead in the pipeline.
The conversion
- Open the lead and change its Status to Awaiting Diagnosis.
- The Create Case window opens — patient details carry over automatically; add the dental issue description, medical conditions and current medications.
- Attach the photos / X-rays if they aren't on the lead already.
- Save. The case appears in Cases → Case Pool.
What happens next
A dentist picks the case up from the pool, diagnoses on the tooth chart, and completes it — at which point sales takes over again for pricing. The lead and the case stay linked: each shows the other, and the patient's journey is visible end to end.
Who can convert
Case creation needs the Create case permission (supervisors and up by default). Standard reps hand the lead to a supervisor — or an admin can grant the permission in Settings → Team → Role Permissions.