CRM Follow-ups

Daily sales & onboarding follow-up queue

LeadFollow-upNoteStatusAction
Dr. Suresh Patil
Patil Clinic
 02 Jan 2026Demo ERP discussionPending
Anita Pharmacy
Retail Pharmacy
 02 Jan 2026Price negotiationPending
City Hospital
Hospital
 01 Jan 2026Converted – onboardingDone