Lead Activity

Lead activity

Lead Activity Overview

Go to Top Panel > CRM > Lead > click on the lead list one pop will be open > Activity

  • General Tab: This tab displays details about the lead such as the lead name, company, status, and any other additional details that you have added to the lead's profile. You can also view the lead stage and the expected closing date.

    In general, tab Also Perform Following Activity
    1. Add Activity
    2. Add stages
    3. Add staff
    4. Add Comment on lead
    5. Add Task
    6. Send Email
    7. Send SMS

  • Followup: In this section, you can set follow-up regarding lead and also set reminders. This can include details about phone calls, emails, or any other follow-up activity.

  • Products: This section displays details about the products or services that the lead is interested in. You can add notes about the product or service and the lead's level of interest.

  • Meeting: In this section, you can schedule meetings with the lead client. You can add details about the meeting, such as the date, time, location, meeting Document, and any additional notes, and you can set reminders of the meeting and after completing the meeting you can add the MOM of this meeting.

  • Lead Chat: This section allows you to record any chats you have had with the lead. This can include chats conducted over social media, messaging apps, or any other chat platform.

  • Documents: In this section, you can show lead or meeting-related document

  • History: This section displays a history of all the activities related to the lead. This can include notes about follow-up activity, meetings, chats, actions, and any other activity related to the lead.

General Tab

Go to Top Panel > CRM > Lead > click on the lead list one pop will be open > Activity > General Tab

This tab displays details about the lead such as the lead name, company, status, and any other additional details that you have added to the lead's profile. You can also view the lead stage and the expected closing date.

This Quick operation perform in General Tab

When the client does not receive a call click here and here you can set the next call follow-up reminder

Here you can add quick followup

Field Name

Description
Subject *

Use this field to add a Subject or title for the Lead Followup. This is a required field
Type

Use this field to indicate the type of Followup, such as Email, Meeting, or Online Meeting.
Schedule Date

Select the date on which you want to schedule the follow-up.
Schedule Time

Select the time at which you want to schedule the follow-up.
Reminder me before

Set a reminder to be notified before the scheduled follow-up time.
Description

Any additional information or notes about the follow-up.
Is Completed?

Check this box if the follow-up is already completed.

Add Activity

Here you can add activity for lead

Activity

Here you can Set Activity

Field Name

Description
Things to do *

Use this field to add an Activity title for the Lead.
Postpone

Use this button to postpone your activity.
Completed

Use this button to complete your Activity.
Cancelled

Use this button to Cancelled your Activity.

Stages

Here you can change stages of Lead

Field Name

Description
Select Lead funnel

Use this field to select the funnel.
Stage

Use this field to add a stage. The stage will display based on the lead funnel
Notes

Use this field to add any additional notes or comments about the lead's progress through the sales pipeline.

Staff

Here you can add lead staff

Field Name

Description
Staff

Assign one or multiple Staff members to the lead, who will be responsible for managing the lead and its follow-up activities.
Enter Remarks

Use this field to add any additional comments or notes about the lead staff.

Comment

If you have any comments regarding the lead add them here

Field Name

Description
Comment

This field is used to write the name of the comment.

Task

In CRM, the lead task is a feature that allows users to create and manage tasks related to specific leads. Users can add tasks for themselves or assign tasks to other team members. The lead task functionality is a great way to stay organized and ensure that follow-up activities are completed on time.

When adding a lead task, users can specify the task details such as the task name, due date, and task description. Additionally, users can assign the task to a specific team member, set a priority level, and set reminders to ensure that the task is completed on time.

Once a task is added, it will appear on the user's task list and can be easily managed and tracked. Users can mark tasks as complete, edit task details, and track task progress. This feature is useful for managing multiple tasks related to different leads and ensuring that follow-up activities are completed in a timely manner.

Add Task

Field Name

Description
Task Title

Enter the short description of the task.
Assignee

The person is responsible for completing the task.
Task Date

This field allows you to specify the date by which you expect to start the task.
Due Date

This field allows you to specify the date by which you expect to complete the task.
Status

This field allows you to specify the Status of the task.
Tag

Assign one or more tags to the task from the "Task Tags" dropdown menu.
Description

Add a brief description of the task.
Comments

Add a comment on the task.

Task Document

Field Name

Description
Caption

Use this field to add a caption or title to the document.
Upload

Use this field to upload the document file.
Remark

Use this button to add additional documents as needed.

View task

Here you can see all leads task

Email

The Lead Send Mail feature in CRM allows users to send emails to leads directly from the system, without having to switch to another email client. This streamlines communication and makes it easier to keep track of correspondence with leads.

Field Name

Description
To

Enter the email address of the recipient(s) you wish to send the email to.
Autoresponder

If you have set up an autoresponder, you can select it here to automatically send a response to the recipient(s) after they receive the email.
Subject

Enter the subject of the email in this field. Make sure it is descriptive and summarizes the content of the email.
Message

Enter the main body of the email in this field. You can format the text, add hyperlinks, and attach files as needed. You can also use email templates if available. Once you have entered the content, review it for accuracy and clarity before sending the email.

View Mail

Lead view mail in CRM allows you to view the email history related to a particular lead. It provides a chronological list of all emails sent to or received from the lead, including details such as the sender, recipient, subject, and date/time of the email.

With lead view mail, you can quickly access any email communication related to a lead, helping you to keep track of your interactions and follow-up tasks. It also allows you to stay informed of any email communication that has occurred with the lead, even if it was sent by a different team member.

Overall, lead view mail provides a convenient way to manage email communication with your leads, helping you to build and maintain relationships with potential customers.

SMS

In CRM, sending SMS to leads is an important feature. It allows users to quickly send text messages to leads directly from the CRM system. This feature can be used to communicate with leads, send reminders or updates, or simply to initiate a conversation.

Send SMS

Field Name

Description
To

The phone number or contact field to which the SMS message will be sent.
Autoresponder

If you have set up an autoresponder, you can select it here to automatically send a response to the recipient(s) after they receive the SMS.
Message

The text of the SMS message that will be sent.

View SMS

In CRM, the Lead view SMS feature allows users to view all SMS messages sent to and received from a particular lead. This feature helps users keep track of all communication with the lead and ensures that all team members are up to date on the lead's status.

Users can access the Lead view SMS feature from the lead's profile or through the SMS tab in the CRM. The feature provides a comprehensive list of all SMS messages, including the message content, date, and time.