- Click on the lead you want to update the status of and click the white drop down arrow at the top of the window.
- Simply provide your latest update, decide on your next action, and scheduled the time and date of your next call or meeting by sliding to the respected event. Once you're set, click, "Save Report" and the lead will now be located in your "My Opportunities" tab.
Modified on: Tue, 15 Jan, 2019 at 1:58 PM
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