This option is required if you would like to be reminded about a lead follow up. The system will send an SMS to your registered phone number 15 minutes before the follow up time. To set up a reminder by SMS follow the steps mentioned below: Click on the lead …
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Lead Add Lead notify Email
To send a notification to a customer via Email follow the steps mentioned below: Click the add lead button Fill out the name field Fill out the mobile 1 field or email 1 field or both Select a source Select a follow up status Fill out the mandatory fields (if …
Read More »Lead Add Lead Notify SMS
To Send a notification to a customer via SMS follow the steps mentioned below: Click the Add Lead button Fill out the name field Fill out the mobile 1 field or email 1 field or both Select a source Select a follow up status Fill out the mandatory fields (if …
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