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In this article, you’ll learn how to manage the follow-up of the assigned lead in your Membroz account.

Steps to follow up the leads:

To manage the follow-up of the assigned leads, first log in to the staff account to whom the leads are assigned.

Step-1. Click on the ‘Active Lead’ shown on the dashboard.

lead management

Step-2. Select any lead.

Step-3. Add ‘Disposition’ to that lead, assign the lead again to the channel head for the final decision & click on the ‘Save’ button.

disposition of leads

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