Follow up on a lead

From the menu: CRM → Leads → Lead Contact.

Click the name. Use Change Agent when several rows should move to another agent — that is Step 6.

The card has the name, the company, and the stage. The buttons under the name are the daily work.

• Log Call: write a call that already happened. It goes on the Calls tab.
• WhatsApp: opens WhatsApp with the first message from Lead Settings.
• Call: dials the mobile.
• Add Note: title, Public or Private, then Save.
• Add Follow Up: the next follow-up. Step 4.
• Proposal is the next lesson. Add Deal is later. A proposal does not need a deal.
• Change To Client: later. Do not use it in this lesson.

The same buttons sit on the other tabs.

Click Log Call.

• Phone: filled from the contact. Change it if you used another number.
• Status: Answered, No answer, Busy, Rejected, Failed, or Unknown.
• Duration: hours, minutes, seconds.
• Started: when the call began.
• Note: what the next person on the file should know. Then Save.

Click Add Follow Up.

• Follow Up Next: the date. Required.
• Start Time: the time. Required.
• Send Reminder: tick to set Remind before (day, hour, or minute).
• Remark: why you will come back. Then Save.

The Follow Up tab lists every follow-up: date, time, remark, and status (Pending, Completed, Canceled). Add another row there if you prefer the table.

Open the Timeline tab.

Calls, notes, follow-ups, agent changes, and proposals appear here in order. Use it before you call again.

Row colour on the list can come from automatic performance ratings if that tab is on.

Back on the list, tick the rows, then Change Agent.

Pick the employee from the deal agents, then Save. That person is who follows up next.