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Can I set a follow up date on leads?

Using the follow up date on a lead, you can follow up with leads and get automated reminders.

Updated today

To add a follow up date on a lead

  1. Go to Sales - Leads

  2. Click Edit to edit the lead

  3. Enter a follow up date in the Next Follow Up Date field

Once you set the next follow up dates, you can add a widget to your dashboard to list the leads with follow up by dates.

You can also sort the leads by next follow up date:

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