Follow-up

How can we help you?

Follow-up

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

Send Message
Hello!
How can we help!