CRM - Lead Follow-Up Updation

Executed by

Marketing Executive

Processes trigerred from

New Lead Management - "(Variant)"

Navigation

Home > CRM >Sales Pipeline > Lead > Follow up tab

Steps

Lead Follow-up:

1. Navigate to Lead Section Go to Home > CRM > Lead.
2. Select the Lead choose the specific lead you want to follow up on.

3. Go to Follow-up Tab Locate and click on the Follow-up tab for the selected lead.

4. Enter Follow-up Details-Add the required details in the follow-up fields, including the Follow-up Date and Feedback.

5. Save the Follow-up after entering the details, save the follow-up information.