To create a lead with the follow up status call back 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 the follow up status Call Back Select User (User …
Read More »Enquiry Add Lead – Converted
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) …
Read More »Enquiry Add Lead – Dead Lead
To add lead with the follow up status Dead Lead follow the steps mentioned below: Click the name of the enquiry to which a lead has to be added Click the add Lead button Select the follow up Dead lead Enter Remarks (Remarks are mandatory) Select Notify by SMS (Optional. …
Read More »Enquiry Add Lead – Not Interested
To add a lead with the follow up status Not-Interested follow the steps mentioned below: Click on the name of an enquiry to which the lead has to be added Click the Add Lead button Select the follow up Not Interested Enter Remarks (Remarks are mandatory) Select Notify by SMS …
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