LEAD FOLLOW-UP SYSTEM
📅 Lead Follow-up & Reminder System
12
Due Today
28
Pending This Week
84
Completed (MTD)
156
Total Scheduled
FOLLOW-UP HISTORY & SCHEDULE
| Lead / Client | Type | Scheduled Date & Time | Outcome | Discussion Notes | Next Follow-up | Assigned To | Reminder | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Rahul Sharma ABC Pvt Ltd |
13 Jul 2026 11:00 AM |
Demo Scheduled | 15 Jul 2026 | Rajesh Kumar | ⏰ Pop-up Alert | Completed | |||
| Rahul Sharma ABC Pvt Ltd |
📞 Call | 10 Jul 2026 02:30 PM |
Interested | 13 Jul 2026 | Rajesh Kumar | ⏰ Email & SMS | Completed | ||
| Northern Railways | 📞 Call | 06 Jul 2026 10:30 AM |
Callback Later | 12 Jul 2026 | Rajesh Kumar | ⏰ Email (15m before) | Pending |
|
|
| IRCTC Ltd | 05 Jul 2026 11:00 AM |
Callback Later | 15 Jul 2026 | Deepak Rao | — | Rescheduled |