CRM - Follow Up Leads

Modified on Tue, 05 Dec 2023 at 10:14 AM

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.) 

To create a new lead head to the CRM Dashboard and click +New Lead.

This view can also be exported as a PDF or CSV document – click the Download button on the top right of the screen and select the preferred file format.

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