I have been using Sangam CRM for a long time. I want to implement a feature where users can be set to follow-up date within 20 days. How can this be done?
Hello sir,
Please follow the steps to configure a follow-up date within 20 days.
- Go to the Admin Panel > Studio > Lead Module.
- Find the Follow-Up Date field, click the 3-dot menu (⋮), and select Edit Property.
- Enable the Max Date checkbox and set the maximum days to 20 as below :
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Hello,
Could you please confirm if this solution worked for you? Kindly provide an update here.