Followups
Manage lead followups and sales activities in real-time.
| ID | Lead ID | Type | Followup Date | Next Followup | Status | Discussion | Actions |
|---|---|---|---|---|---|---|---|
| #1 | 23 |
Call
|
31 Jul, 2026 11:06 PM | 31 Jul, 2026 11:09 PM |
Completed
|
Spoke with the client regarding the School ERP solution.
Explained the core modules and pricing.
Client requested a live demo next Monday at 11:00 AM. 123231321
|
Polygon Engine
Total Followups: 1 Records
Environment: Secure CRM Database v1.1