knowledge kit19
To add the follow up Converted to a lead follow the steps mentioned below:
- Click on the name of the lead to which the follow up has to be added
- Click the add follow up button
- Select the follow up converted
- Select Account (Mandatory)
- Select Next Status Date (Mandatory, Only today’s date and past date is allowed)
- Enter Time (Mandatory, Only part time for today’s date and any time for a past date is allowed)
- Enter Remarks (Mandatory)
- Select Choose Products (Optional)
- Enter Amount paid (Optional)
- Click Save
