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How do I track calls and meetings with a lead?

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Go to the Leads Module and select or pick any of Lead you wish to track the calls for. You just need to click on the pencil icon associated with the Lead of interest.

 

Once inside the Lead’s profile, click on the Sales tab and at the bottom, you will see the Activity panel. You can Add a New Activity and choose the type as “call” to track the calls.

When you click on the Add New Activity, a pop-up window will show up and you will be able to enter information related to the call you want to record. Notice there are other Activity Types, for example: Appointment, Call, Deadline, Email, Mailing, Meeting and Task. This makes easy managing your potential customers.

If there is an upcoming activity, it will show it in the dashboard of the Leads module (Lead Tasks)

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