We are a healthcare company and have leads who complete a meeting, then complete labs, then consultation, then prescription (order win).

1. Should we convert the lead to contact when they set up the meeting? Or after the meeting? The meeting is typically to decide if they will move forward.

2. We have some patients who already have their own labs. We approve or deny the labs then move them to consultation. Would they be converted to contact as soon as they submit the labs or wait until if their labs are approved?