How to Add Visits in Lead?

Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.

Step 1: From the left side menu bar select the “CRM” module and click on “Leads” from the menu dropdown. (CRM > Leads)

Step 2: You will be redirected to the leads dashboard. From the top menu bar click on “Manage Leads” or “My Leads” accordingly.

Step 3: Click on the “Lead ID” of the lead to which you want to add the activity.

Step 4: From the right side click on the “Visits Tab”.

Step 5: Click on the “+” button and fill in the visit details here to add a visit in lead.