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Lead sheet & follow-ups

Every enquiry becomes a row — update it after each call.

WhatsApp / Instagram
Website & ad forms
PortalsJustDial, IndiaMART…
Lead sheetone row per enquiry
Follow-upreminder on time
① Status ② Notes ③ Due follow-ups ④ Add a lead.
① Status ② Notes ③ Due follow-ups ④ Add a lead.
  1. Open LeadsSheet, List or Board view — use List on your phone.
  2. After each callChange the status and write a short note.
  3. Set a follow-up dateYou get a reminder and it shows in Follow-ups.
  4. Repeat enquiriesIf the same person enquires again, the row gets a ↻ badge instead of a duplicate.
Follow-ups: overdue first, then today, tomorrow and the next 7 days.
Follow-ups: overdue first, then today, tomorrow and the next 7 days.
Owners get a team summary every evening at 7 pm and a weekly report on Monday (bell icon → settings).

Open Leads ↗

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