How to Follow Up a Lead
Record your latest sales activity, schedule the next follow-up, and verify it in the LionCRM.IN Calendar.
1Open the lead
Go to Leads > Leads Listing. Find the lead you want to follow up and open its details.
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2Select Add Action
On the Lead Details screen, click Add Action to record your latest contact or follow-up.
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3Record the action taken
Choose the action performed, such as Phone Call, Email or another available action. Enter relevant details and confirm the lead status.
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4Choose the next action
Under Next Action, select the activity you plan to perform next (for example, Send Quotation).
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5Schedule the follow-up and save
Set the due date and time for the next action, enter the next-action remarks, and click Save Action.
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6Verify the scheduled follow-up
Open the Calendar and check that the lead appears on the selected follow-up date. In this example, the next action appears on 19 October.
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