Adding a Lead to the Pursuits Calendar
Overview
This article walks users through the Pursue Lead feature, helping them add potential opportunities to the Pursuits Calendar.
Adding a Lead to the Pursuits Calendar
- Identify a lead that matches business expertise in the Lead view.
- Click the Expand Row (+) button next to the lead entry.
- Scroll to the right of the lead entry to locate the Pursue Lead button.
- Click the Pursue Lead button.
- The lead will be added to the Pursuits calendar view, providing a centralized location to monitor deadlines.
FAQs
How can a lead be removed from the Pursuits section?
Leads can be manually removed from the Pursuits section through the x icon on top of the Pursuit calendar entry.
Additionally, you can locate that lead again in the Leads View.
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Expand the lead row.
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The Pursue Lead button will have now changed to Cancel Pursuit.
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Click Cancel Pursuit to remove it from your Pursuits list directly from the Leads View.
Can a marked lead be updated later?
Yes, marked leads remain accessible for updates and tracking.
Where to get further assistance?
For support, visit the Contact Us page.