ExtraaEdge Docs
Adding Followup
My Activities
Watch the video tutorial :
While working on various leads at a time, it may be difficult for a counselor to remember the next followup activity for a lead. With the help of the Add Follow Up function, you will be able to add next activity.

Step 1: Click on three dots from the action menu of the lead.

Step 2: Click on Add Followup

Step 3: Add followup type, Next Action Date and Followup Comments.

Step 4: Click on ADD FOLLOWUP

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