CRM - Follow Up Leads

Modified on Thu, 05 Jan 2023 at 04:12 PM

“Follow up leads” shows any leads that you have logged (via the CRM dashboard) and whether they are completed or not. You can filter the data by using the calendar modules, the search field at the top of the screen or by clicking on any of the headers (Title, Created By, etc.)

This view can also be exported as a PDF or CSV document – click “Download” and select the preferred file format.

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