Access Lead Editing: Start by opening the lead you want to edit in your system.
Navigate to Follow-up Section: Look for the follow-up section within the lead editing interface. This section might be labeled as “Follow-up” or something similar.
Click on Follow-up: Once you’ve located the follow-up section, click on the option to initiate a follow-up.
Schedule Lead: After clicking on follow-up, you’ll likely be prompted to schedule the lead. Choose the appropriate date and time for the follow-up.
Save Changes: After scheduling the follow-up, make sure to save your changes to ensure they are applied to the lead.
