Tag Archives: delete lead

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 …

To add the follow up status Wrong Number to a lead follow the steps mentioned below: Click the name of the lead to which the follow up has to be added Click the button Add Follow up Select the follow up Wrong Number Enter Remarks (Mandatory) Click Save The follow …

To add the follow up Dead lead follow the steps mentioned below: Click on the name of the lead to which follow up has to be added Click the button Add Follow up Select the follow up Dead Lead Enter Remarks (Mandatory) Click Save The follow up status Dead Lead …

To add follow up Not Interested to a lead follow the steps mentioned below: Click the name of the lead to which follow up has to be added Click the button Add Follow Up Select the follow up Not Interested Enter Remarks (Mandatory) Click Save The follow up Not Interested …

To add the follow up Call back to a lead follow the steps mentioned below: Click on the name of the lead to which follow up has to be added Click the button add follow up Select the follow up Call Back Select Account (Mandatory) Select Next Status Date (Mandatory, …

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 …

To create a lead with the follow up status Wrong Number 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 Wrong Number Enter …

To create a lead with the follow up status Dead Lead follow the steps mentioned below: Click the add lead button Fill out person name field Fill out mobile 1 field or email 1 field or both Select source Select follow up status Dead Lead Enter Remarks (Remarks are mandatory) …

To create a lead with the follow up status Not-Interested follow the steps mentioned below: Click the add lead button Fill out person name field Fill out mobile 1 field or email 1 field or both Select the source Select follow up status Not-Interested Enter Remarks (Remarks are mandatory) Select …

To edit a lead follow the steps mentioned below: Click on the name of the lead which has to be edited Click the edit lead button Change the value(s) in the field(s) of your choice Click the Update button The lead would be edited. Note: It is not mandatory to …