Collaborating on Leads
Classcard offers an all-in-one solution to efficiently manage new leads.
To add actions such as activities, follow up tasks and demo classes, follow the steps given below:
Click on People in the left main menu
Click on the Leads tile under People
Add a note or activity and even schedule a demo class
😎 Pro Tip 1: You can mention other members of your team on notes and activities by using an '@' followed by the name of the team member. And they would be instantly notified by email.
🤩 Pro Tip 2: You can also assign tasks to other members of your team, using the Create Task tab. Classcard will remind them of the task date to take action.
Up Next
Setting Up the Lead Form
Scheduling Leads for Trial Classes
To add actions such as activities, follow up tasks and demo classes, follow the steps given below:
Click on People in the left main menu
Click on the Leads tile under People
Add a note or activity and even schedule a demo class
😎 Pro Tip 1: You can mention other members of your team on notes and activities by using an '@' followed by the name of the team member. And they would be instantly notified by email.
🤩 Pro Tip 2: You can also assign tasks to other members of your team, using the Create Task tab. Classcard will remind them of the task date to take action.
Up Next
Setting Up the Lead Form
Scheduling Leads for Trial Classes
Updated on: 17/02/2023
Thank you!