Robeeta Office - User Manual

Robeeta Office - User Manual

Overdue Sale Lead

All sale leads that have crossed the due date limit will be shown here.

Follow these steps to manage overdue sales leads:

  • From the “Sales” menu, select “Overdue Sale Lead”.

  • In this section, you will find all overdue leads featuring “Search” and “Edit” functionality.

  • You can edit any overdue lead by clicking the “Edit” icon.

  • On the “Edit Sale Lead” page, you can make changes to the sale lead by adding follow-up and then hit “Update” to save the changes.

  • To search for a particular overdue sale lead, enter some of the details of the sale lead and click “Search” to get an instant result.