- If the customer fills the signup form & doesn’t proceed with the sequence, the lead will reflect in the Assigned Tab of your CRM within 15 minutes, as shown here.
- You will also receive an alert of the new lead in your CRM.
- You can access the assigned tab of your CRM by clicking on Your Customers from the top yellow bar, and then clicking on Assigned.
Engaging with the Customer on Outgoing
Call
Assigned Screen of CRM with New Lead Alert