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You can add your employees and give them their roles accordingly to perform. The activities of an employee can be tracked by the admin.
It is a long established fact that a reader will be distracted by the readable content of a page at its layout.
You may take your client's follow-up and create their next follow-up date or set a reminder in Google calendar or Apple calendar.
Once your lead gets converted into your business, that lead will be categorized as a client.
In this CRM Appointment module plays a very important role. You may create an appointment for your client/customer. You will get notification of your appointment reminders. Appointments can be updated to the Apple calendar and Google calendar for reminders.
All the details including the creator of Lead, Client, and Appointment can be checked in the report module. Details of specific days can also be easily accessed by setting the dates of the required days.