How to add a "Next Action Due" date to a lead [Video]

In this training video, you can learn how to use the next action due date within leads. This includes how to find leads that have a next action due date within a date period.

In Brief

  • Navigate to Leads and open a Lead Record

  • Within the Next Action Due field select the date that this lead requires further action

  • Within the Notes tab, leave a record of what further action needs to be taken

  • When you open leads on or after that date, Adminbase will open to the Next Action Due leads allowing you to quickly access these leads

  • You can also see leads with a Next Action Due date entered by clicking on this view within the leads browser

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