Add Followup

While working on various leads at a time, it may be difficult for a counselor to remember the next followup activity for a lead. With the help of the Add Follow Up function, you will be able to add next activity.

Step 1: Click on three dots from the action menu of the lead.

Step 2: Click on Add Followup

Step 3: Add followup details. Like Followup type, Next Action Date, Comments.

Step 4: Click on ADD FOLLOWUP