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?
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?
Tasks are nothing but a To-Do-List of the Lead.
Can I search lead by Company Name, Contact Name, and Mobile Number?
Yes, you can search lead by Company Name, Contact Name, and Mobile Number, simply by typing in the Search filed on the top right-hand side of the page.
How do I sort my leads?
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?
You can add new lead by clicking on Add New button on the top right-hand side of the page.