Tag Archives: Add lead

To send an email to an enquiry follow the steps mentioned below: Click on the name of the enquiry to which mail has to be sent Click the button Mail Case One: Send Mail using Template Select an Email (Mandatory) Select an Account (Mandatory) Enter a Reply to Email (Mandatory) …

A lead is a person or business that might eventually become a client of yours. Just like an enquiry a lead can be received through following sources: Inbound call Chat Free Classifieds Paid Classifieds Email Marketing Walk-In Website And many more sources Leads can also be received through the following …

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) …

To add lead with the follow up status Wrong Number 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 Wrong Number Enter Remarks (Remarks are mandatory) Select Notify by SMS (Optional. If …