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 …
Read More »Lead How to add Follow up Wrong Number?
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 …
Read More »Lead How to add Follow up Dead Lead?
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 …
Read More »Lead How to add Follow up 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, …
Read More »How to create a lead with the follow up status Converted?
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 …
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