FAQs in this section
What are customer touchpoints?
Which are the direct touchpoints in Vtiger CRM?
Which are the indirect touchpoints in Vtiger CRM?
How are touchpoints used in Vtiger CRM?
Where can I view the details of touchpoints with customers?

How to follow up and send email to leads?

The easiest way to follow up a lead is by scheduling meetings, tasks, calls, and sending emails.
  • Go to a particular Lead record's detail view.
  • Click Activity icon to add Event or Task.
  • Click Email icon to follow up via emails.
  • Click Phone Calls icon to follow up via calls
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