Tag Archives: lead call back

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) …