Action
Action
To manage follow-up actions in a CRM system, you can add an action by selecting the employee responsible for the follow-up and setting a deadline date for completion. You can also track the status of the action to see if it has been completed or if it is still pending.
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Add Actions
Go to left Panel > CRM > Lead > click on the lead list one pop will be open > Activity > Actions > Add Actions
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Field Name |
Description |
---|---|
Enter Employee
|
This field allows you to choose the employee who will be responsible for completing the follow-up action. |
Add a New Action
|
This field allows you to add a description of the follow-up action that needs to be completed. |
Deadline Date
|
This field allows you to set a deadline for completing the action. |
Delete Actions
Go to left Panel > CRM > Lead > click on the lead list one pop will be open > Activity > Actions > Delete Actions
If you want to delete Actions click on the delete icon
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Edit Actions
Go to left Panel > CRM > Lead > click on the lead list one pop will be open > Activity > Actions > Edit Actions
If you want to update Actions click on the update icon
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