Tag Archives: lead mandatory

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 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 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 delete a lead follow the steps mentioned below: Click on the name of the lead which has to be deleted Click the delete button Click OK on the prompt The lead would be deleted

How to create a lead with mandatory and optional fields: Following fields are optional for creating a lead: Basic Mobile 2 field Mobile 3 field Email 2 field Email 3 field Profile picture Lead Details Medium Campaign Initial Remarks Company details Country State City Pin Code Residential Address Official Address …