The Medicity — Operations

● synced live to the cloud ·

Assign Task

On lead * Assign to * Due date Task / instruction * Screenshots (optional)

Task

Add Lead

Courses & fees (a doctor can take more than one) Currency:

Total course fee: 0

Batch / course date (which run of the course this doctor attends — shows on the Course Calendar)

Log

🎯 Lead created: —

Next follow-up: pick any exact minute, office hours only — 8:00 AM to 10:00 PM · reminder + notification fire at this time

flag this lead as important — then filter for it in the Leads list

💬 Admin ↔ Agent discussion

internal — the doctor never sees this

🎧 Call recordings

Add Batch

Course Specialisation Month label Seats (capacity) Start date End date Note (optional)

Add doctors to batch

show all leads of this course

Batch

📋 Import leads from Google Sheets

1. In your Google Sheet, put these headers in row 1:
Name · Phone · Email · Country · Specialisation · Course · Agent · Date · Status · Notes
2. Fill one lead per row. Only Name is required. Date = registration date (e.g. 2026-06-30). Extra columns are ignored.
3. Select your rows including the header row, press Ctrl/Cmd + C, then paste in the box below and click Import.

🧹 Imported lead batches

Every import is grouped here by when it was brought in. If a batch came in wrong, delete the whole thing. Any lead that has a payment or quote is always kept.

Details

Workflow

The Medicity — Operations

Sign in to your panel

Username Password

Adds a shortcut/app that opens the always-updated CRM

Add Agent Login

Display name * (must match the Agent name on leads) Username * Password * Role Location Monthly salary (AED)

Mark deal as Lost

Closing out . Capture why so we can learn from it — you can reopen this lead later.

Reason (required) Note (optional)

⚠️ Lead already in CRM

🔎 Possible duplicate found

🕘 Sent mail/letter history

✉️ Email preview & send

To Cc (optional) Subject Message

Make any changes above, then tap Send — it sends straight from here (or opens Gmail in a new tab if direct sending isn't connected).

⏰ Follow-ups due now

These follow-ups are due today and must be completed today. Open each one, log the call and set the next follow-up. Can't get to it right now? Snooze to be reminded again later today, or Minimize to work other leads first — it stays on today's list until you complete it.

⏰ 0 follow-up(s) due — tap to view

📋 Tasks for you

Admin assigned you these tasks. Open the lead and work it as normal, or Snooze to be reminded later, or Minimize to work other leads first. To complete a task, open it and reply to admin from the timeline. This reminder stays until every task is completed.

📋 0 task(s) for you — tap to view

⚑ 0 important follow-up(s)

📜 Certificate builder

New Course Fee / Registration Slip

Link to doctor (optional — auto-fills name & ALL their courses as line items) Registration No. Registration Date * Bill To (Doctor name) * Phone (country code, for WhatsApp) Email (for emailing the slip) Currency Admission Date *

📚 Course details

Course

Qty

Course fee

Amount

Subtotal: 0 · Discount: · Total: 0 · Paid: 0 · Balance: 0

🎓 Training Inclusions

Tick what this doctor gets during the training — it prints on the quote and is shown to the doctor. Ticks here aren't saved until you click 💾 Save (here) or Save Quote at the very bottom.

📋 Send the Registration Agreement🔴 not sent · 🟡 awaiting reply · 🟢 confirmed — recommended, but not required to record a payment

💾 Click Save Quote below first — the form stays open and this panel turns on so you can send the agreement right away.

💳 Record payment — Registration · Partial · Admission

Status: Open