“Find Out Pending Follow-Ups“ easily by following these steps ➖

Step 1➖ First Login to Sales CRM.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Pending Follow-Ups”

Step 3➖Clicking on the “Pending Follow-Ups” opens a page where you can see a List of all your Leads.

Step 4➖

1. Use the filter option "Assigned To".
2. Select the name of the Desired assignee from the Dropdown menu.
3. Click the "Search" button to display leads assigned to the chosen assignee.

Step 5➖You can use additional filter options like Lead ID, Company Name, Assign To, Product/Service, Status, Lead Type, Source, Start Date, and End Date to Filter your lead search.

“Download and Print Pending follow-ups Leads” easily by following this steps ➖

For Downloading the Leads data ➖

1. Click the "Download" button in the Top right corner to Download the Lead data.

For Printing the Leads data ➖

1. Click on the “Print” button in the Top right corner to Print the data of the Leads.

Admin

January 11, 2022

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