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Setting up Call with a Lead

1.Go to lead – > Contact Leads.


2. Click on the Lead name hyperlink.


3. Click on “Add Note” button.


4. Enter the below listed details.

a. Note

b. Select “Call” for drop down

c.Enter “Date and Time” for the text box.

5. Click on “Save” button.



The created meeting for the lead should be displayed a displayed above.

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