To add a follow up date on a lead
Go to Sales --> Leads
Click Edit to edit the lead
Enter a follow up date in the Next Follow Up Date field
You can also sort the leads by next follow up date:
You can also set a follow up date on a proposal
You can add a next follow up date to a proposal from Sales --> Proposals by clicking the Manage booking on the proposal you want to add the follow up date to:
You can also add it from the proposal overview in the Tools box
In the overview, you can also scroll down to the Notes section and select Add Note to add both a private note and a next follow up date.
Add a desktop widget for next follow up
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.
Sort your proposals and leads by next follow up date to make it easier to follow up quickly.
Just go to Sales --> Leads or Sales --> Proposals and select the sort by by next follow up option.
