How to Follow Up With Leads

When a lead is received, call the lead and:

1. Help them purchase if they are ready to purchase.

OR

2. If they are not ready yet, create a follow up by putting the lead in CRM > Deals.

https://crm.zoho.com/crm/org691949078/tab/Potentials/custom-view/4067319000000087545/list

Click Create Deal and then put in the lead's info and save it.

Set a reminder to follow up either in Deals or on your work calendar.

You are done. Great job!