Lead Management

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Name	Phone	Source	Product Interest	Stage	Progress	Date Added	Actions
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Add New Lead

Date of Capture *

Phone Number *

Contact Name

Source *

Product Interest

Status

Schedule First Follow-up For *

The entire follow-up cycle will shift based on this date.

Notes

Override Scheduling

Start From Message

Specific First Date (Optional) Overrides today/tomorrow scheduling.

Edit Lead

Date of Capture

Changing this will reschedule all pending follow-ups!

Phone Number *

Contact Name

Source

Status

Schedule First Follow-up For *

The entire follow-up cycle will shift based on this date.

Product Interest

Notes

Manual Follow-up Override

Set Next Follow-up Date Pick any date to reschedule the next message.

Upload Excel File

Date of Capture for ALL leads *

Excel File

Base Message Sequence for these leads