Categories

What are Follow-Ups?

  • Updated on: February 16, 2019
  • Authored By: chiefex

Follow-Ups is a reminder to the lead through SMS or Email.   The follow-up Reminder setting can be set or updated at the Reminders Settings page.    


Can we download the lead data?

  • Updated on: February 13, 2019
  • Authored By: chiefex

Yes, you can download the lead data by clicking the More button. In that,  select the desired fields and click on the Download button.      


What are Tasks?

  • Updated on: February 13, 2019
  • Authored By: chiefex

Tasks are nothing but a To-Do-List of the Lead.



How do I sort my leads?

  • Updated on: February 13, 2019
  • Authored By: chiefex

You can sort yours leads as per your preference by clicking on the field name. By default, it is sorted by date. By which field the sorting is done is denoted by small blue arrow beside the field name.      


How can I add new lead?

  • Updated on: February 13, 2019
  • Authored By: chiefex

You can add new lead by clicking on Add New button on the top right-hand side of the page.  


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