To add follow up Not Interested to a lead follow the steps mentioned below: Click the name of the lead to which follow up has to be added Click the button Add Follow Up Select the follow up Not Interested Enter Remarks (Mandatory) Click Save The follow up Not Interested …

To add the follow up Call back to a lead follow the steps mentioned below: Click on the name of the lead to which follow up has to be added Click the button add follow up Select the follow up Call Back Select Account (Mandatory) Select Next Status Date (Mandatory, …

To create a lead with the follow up status Converted follow the steps mentioned below: Click the add lead button Fill out the person name field Fill out the mobile 1 field or email 1 field or both Select the source Select the follow up status Converted Select user (User …