To add actions such as activities, follow up tasks and demo classes, follow the steps given below:

  1. Click on Leads in the left main menu
  2. Click on the row bearing the lead
  3. 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.

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