When tracking potential customers, making notes, applying status updates, and creating follow up times is essential to ensure a seamless sales process.

Because this is such a quintessential function, we've added the ability to update to the dashboard as well as within the lead card itself.

On the dashboard you will find a list of upcoming and past due follow up times for your leads. Once you've located the lead you want to update, simply click the pencil icon, found in the lower right corner of the lead card, to open a window containing options to update the status, make notes and set a follow up time.

There are a couple ways to access the lead card. In previous articles we covered how to find a lead in the lead list and access the lead card. The other way is via the dashboard. This time, instead of clicking the pencil icon, you would click the lead's name. You can tell it is a link to another function because it is the blue hue commonly used on websites to indicate a link is present. Once you click the lead name you will be taken to the lead card view where you can click the "Activities" tab to view historical updates and create new updates.

To create a new activity update, click the Add Activity button located at the top right side of the of the tab page. The Add Activity window will display over the tab page.

To update the status just click the Update Status field and a menu will appear, from which click the applicable status update.

Note: Each status is assigned a flag that will further categorize the lead as either Open, Approved, or Inactive. The flag just makes it easier to filter your lead list and prioritize open (active) leads in your pipeline. Approved and inactive lead data is left intact and can be set to "Open" simply by updating the status to a status with an Open flag.

When making Notes, you don't have to apply a status update or followup. The prior status and follow up will remain.

Additional emails allows you to enter another email address to receive the lead activity update notification.

To Create a follow-up just click in the field, select the date on the pop-up calendar and the time.

Once you have entered the updates Click Save and they will apply and appear in the activity log.