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How to create a lead with the follow up status Converted?

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 is mandatory)
  • Select date (Only today’s date and past date is allowed)
  • Enter time (Only past time for today’s date and any time of past date is allowed)
  • Enter Amount Paid (Optional)
  • Select Choose Product (Optional)
  • Notify SMS (Optional. If you choose this option the customer would be notified via SMS)
  • Notify Email (Optional. If you choose this option the customer would be notified via Email)
  • Click Save

Lead with the follow up status Converted would be created.

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