Call a lead and note how it went

Each call takes a few taps to note. Your team then knows what happened, and LeadCRM sets the next follow-up for you.

Make the call

1. 1Step 1: On Today or on the lead, tap Call. Your phone's dialler opens with the number.
2. 2Step 2: Talk to the customer.
3. 3Step 3: Come back to LeadCRM. The How did it go? box is waiting, with a timer showing how long since you tapped Call.
4. 4Step 4: Choose what happened: Interested, Call back later, Didn't pick up or Not interested.
5. 5Step 5: Add a Note if you like, for example what they asked for.
6. 6Step 6: Check the Next follow-up: what kind it is (Call, Visit, Message or Other) and when. Then tap Save. The message Call logged confirms it.

LeadCRM picks a sensible next follow-up for you: tomorrow at 11 am for Interested, this evening at 6 pm for Call back later or Didn't pick up (or tomorrow, if it is already evening). Change the time with This evening, Tomorrow, +3 days, Next week or Pick a time, or choose No follow-up. The kind is Call unless you pick Visit, Message or Other; it decides which group the task shows under on Today and which button its card gets. Saving marks the current follow-up done and sets the new one.

Tap Save + WhatsApp to save the call and go straight to a WhatsApp message, for example to send the price list you promised.

Stages that move by themselves

• If the lead is in the first stage, logging a call moves it to the next stage, for example from New to Contacted. Didn't pick up does not move it. Sending a WhatsApp message from LeadCRM moves it too.
• Not interested marks an open lead lost, with the reason “Not interested”, and no follow-up is set. A lead that is already won or lost stays as it is.

The box shows this before you save, such as “moves to Contacted”. The lead's history says why, for example “Moved to Contacted because a call was logged”.

Logging a call later

If you called from your phone's own dialler, open the lead and tap Log call in the row of buttons under the name. On Today, open the lead from its card and do the same. Made a mistake? You can edit or delete your call note for 24 hours.