Click on Dashboard sub-menu to view the total ongoing, accepted, rejected leads. It also displays your current follow up, missed follow up, recent lead information details.

There are four icons under the following fields

  • Edit Lead
  • Add followup
  • Next followup date
  • View lead

Edit Lead

Click on the Edit Lead icon to edit the lead information as shown in the below screenshot. 

Edit the following details of the lead

*First Name: Edit the first name of the lead

*Last Name: Edit the last name of the lead

*Email id: Edit the email id

*Skype ID: Edit the skype id.

*Mobile No: Edit the mobile number

*Country: Edit the country details.

*Description: Edit the description

Edit the level of interest and lead status.

After editing the details, click on the update button to edit the lead information and the message “ Lead updated successfully” gets popped up. 

Add followup

Click on Add follow up icon to add follow up details as shown in the below screenshot.

Add the following details

*Lead: Enter the lead name

*Description: Enter the description

*Next follow up date: Select the next follow up date

Click on Choose File to upload any file of 2MB.

After entering the details, click on the Add Followup button to add followup details and the message “Followup added successfully” gets popped up.

Next followup date

Click on the Next followup date icon as shown in the below screenshot.

Enter the Next Followup Date as shown in the below screenshot.

Click on Update Followup Date button as shown in the above screenshot and the message “ Follow Up date update successfully” gets popped up as shown in the below screenshot.

 View lead

Click on View lead icon as shown in the below screenshot to view the lead information

Lead Details and Lead History can be viewed.

Click on the Edit Details button to edit the lead details. Refer above Edit Lead section.

Click on the Lead History Tab to view the lead history as shown in the below screenshot.