Move, close, and reopen
Move journeys between stages, mark them won or lost, and reopen closed ones.
A journey's place on the board should always reflect reality: move the card as the patient progresses, close it won when they start treatment, close it lost when they don't — with a reason — and reopen it if they come back.
Move a card between stages
Drag a card to another column and drop it. On a touch screen, press and hold the card for a moment, then drag. You can also change the stage from the Stage dropdown in the Journeys panel of the patient record.
Moving a card forward tells SmileLine you've acted on the lead: the first forward move records the first contact attempt, and any open first-contact task for that journey on the Today page is completed automatically.
Only active journeys can be dragged. To move a won or lost journey, Reopen it first.
Mark a journey won
Either drag the card into your board's won stage, or pick Mark won from the card's ⋯ menu (also available in the journey detail dialog and on the patient record). Both do the same thing: the journey moves to the won stage, its status becomes Won, and the close date is recorded.
Mark a journey lost
Open the card's ⋯ menu and choose Mark lost….
Pick a Reason — this is required, and it feeds your missed-revenue reports. Lost reasons are managed in Settings by admins and owners.
Optionally add a Note with context, then click Mark lost.
Losing is not a stage move: the journey keeps the stage where it stalled, along with all its history. The card fades and disappears from the board unless Show lost is on. Any open first-contact task for the journey is cancelled.
Reopen a journey
People change their minds. To bring a won or lost journey back, choose Reopen from the card's ⋯ menu, the journey detail dialog, or the patient record. The journey becomes active again in its current stage, and its close date, lost reason, and lost note are cleared — move it to whichever stage now fits.