Update status, remark & reminder

Change a lead's status, note what happened on the call and set a follow-up reminder — all from your call log.

Open the contact

1. On the Home screen, go to Call Logs.
2. Tap the contact (or number) you spoke with. Call Details opens with the current status under the name.

Update the status

1. In Call Details tap Status. The Update lead sheet opens.
2. Under Status, tap the new stage — for example Interested. Stages include New, Contacted, Follow-Up, Interested, Qualified, Demo schedule, Demo Done, Proposal Sent, Negotiation, Won, Lost, Not Interested, No Response / Unreachable and On Hold / Future Prospect.
3. Need your own stage? Tap + New, or Manage to edit the list.

Add a remark

1. Scroll down to Remark and tap What happened on the call? (optional).
2. Type a short note, for example interested. You can also tap the mic to speak it.

Set a follow-up reminder

1. Under Follow-up reminder, choose Why: Callback, Send quote, Payment reminder, Send details, Product demo, Negotiation, Check interest or Not reachable.
2. Choose When: 5 min, 15 min, 30 min, 1 hour, 3 hours, Tomorrow or 1 week.
3. Optional — WhatsApp message with this reminder: No message, Default or Pick template.
4. Optional — Repeat reminder: Off, Daily, Weekly, Monthly, Yearly or Every X days.
5. Tap Save. Status, remark and reminder are saved together.

Check the history

Back in Call Details, use the tabs under the contact:

See all follow-ups

1. Tap Leads at the top to see every lead with its new status.
2. Tap Reminders at the top to open Follow-up reminders. Use Pending and Completed to filter. Late ones are marked Overdue.
3. On a reminder tap Mark done after the follow-up, Call log to see the calls, or Reschedule to move it.

Video guide