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Managing Leads & Follow-ups

You can manage leads by:

  • Updating Lead Status
    Example: New → Contacted → Qualified → Proposal Sent → Won/Lost

  • Adding Notes
    Record calls, meetings, and discussions.

  • Scheduling Follow-ups
    Set reminders to contact the lead.

  • Using Kanban View
    Drag and drop leads across stages visually.

This keeps your sales process organized and transparent.

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