1 follower Follow

How to differentiate contacts with same name

My client is health institution and is tracking users By Name and Surnae, I am building an app for them where from LEAD we need to have a contact that is at some point becoming a patient. If i want to add this new Client/Patient is there possibility to differentiate them. Using CONTACTS building block, or what would you propose as solution.

Antonio Meić

Please sign in to leave a comment.

1 comment


Hey Antonio

I would use a category field to mark the contact as "new lead" or "patient". You can modify your app to add a category field:

Then you can create filter and save a view to structure leads from patients if you like.

Here's how you create filter and reports:

Can this help you?

//Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes
Comment actions Permalink