How to change the follow-up date and time for a lead?

Modified on Tue, 13 Feb at 12:18 PM

  • Go to "Lead Management" in the main navigation bar.

  • Click the "Leads" button under Lead Management.

  • Locate the particular lead.

  • Click the "Add Status" button; an "Add Status" pop-up will appear.

  • If you choose the follow-up option, update the status, and provide the next follow-up date and time.



  • Click the "Add" button to proceed with changing the follow-up details.

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