Once you have entered the Manage Clients section, you will be able to see all leads for that clients. Click on a specific lead and further information about that lead will open below on the same page. There you will see the “Logs and Tasks” tab. Under this tab you can record and view all the action taken on the lead, view comments and progress and assign new tasks respectively.
It works just like a register of activities. Within this section you can change the status of a lead, add comments or set deadlines for the tasks that need to be performed on that particular lead.
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