To add actions such as activities, follow up tasks and demo classes, follow the steps given below:
- Click on Leads in the left main menu
- Click on the row bearing the lead
- Add a note or activity and even schedule a demo class
😎 Pro Tip 1: You can mention other members of your team on notes and activities by using an '@' followed by the name of the team member. And they would be instantly notified by email.
🤩 Pro Tip 2: You can also assign tasks to other members of your team, using the Create Task tab. Reportcard will remind them on the task date to take action.