Home / Enquiry / Enquiry Add Lead – Converted

Enquiry Add Lead – Converted

To add lead with the follow up status Converted follow the steps mentioned below:

  • Click the name of the enquiry to which the lead has to be added

  • Click the Add lead button

  • Select the follow up Converted

  • Select user (Mandatory)
  • Select Conversion Date (Mandatory. Only past dates are allowed)
  • Select Conversion Time (Mandatory. Only past time is allowed)
  • Enter Amount paid (Optional)
  • Select Choose Products (Optional)
  • Select Notify SMS (Optional. If you select this option the customer would be notified via SMS)
  • Select Notify Email (Optional. If you select this option the customer would be notified via Email)
  • Click Save

The enquiry would be converted to lead with the follow up status Converted

About Anupreet Singh

Check Also

Enquiry Add Lead – Dead Lead

To add lead with the follow up status Dead Lead follow the steps mentioned below: …

Leave a Reply

Your email address will not be published. Required fields are marked *