Follow-up feature

Feature Requests
1

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?

2

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 :

Screenshot (14)
Screenshot (14)1295×590 67.9 KB

2 Likes
3

Hello,

Could you please confirm if this solution worked for you? Kindly provide an update here.