To conduct different actions on a lead, you can create new tasks under the Leads section of the Lead Management area. This article assumes that you know about Managing Your Leads.
To set a follow-up date, follow these steps:
- To set a follow-up date, click on “+ New Task.”
- In this new section, fill out the provided fields.
- To set a follow-up date, choose a date under the field “Follow Up” by either clicking on the date field or the calendar icon.
- Click on “Save” if you wish to stay in this window to do other tasks or click on “Save & Close” if you are finished.