Using Saleswah for leads assignment and follow-up of trade-fair visitors

2 simple steps:

• New contact creation process:
• Log your visitor’s name and other details here
• Assign the visitor to someone to follow-up
• Go to the “Tasks” tab in the contact details screen.
• Click the Add new task at the bottom of the screen.
• Select the type of task, product for which to follow-up and date by which follow-up is expected.
• The task will now be notified to the distributor/ sales person instantly.
• Now, stay updated on the tasks progress on the always updated dashboard.