Add New Lead Followup

Follow these steps to Add New Lead Follow up in UdyogX.

Stepwise Instructions #

1. Log into the software.
2. Hover on “Lead ” module visible on the left sidebar menu.
3. Click on “View List” submenu that appears.
   
4. In the list Entry Table, find the Lead name, and hover on the arrow located at right side of the lead.
5. Click on “Followup” submenu that appears.
   
6. In the form that appears, fill the necessary details like “Progress”, “Activity”, “Expectation”, Add “Remark” if any, “Status”, select date for “Next Contact On”.
7. Click on ‘Save’ button at the bottom.
   
8. A confirmation box will appear when the details are saved successfully.

By following these steps, you will successfully add a new lead follow up in the Lead module.

Video Guide #