Hyundai
  • Introduction
  • What is hyperlocal?
  • Why is hyperlocal important?
  • Managing Leads
    • Logging in
    • Introduction to Leads
    • Lead Details
    • Editing Lead Details
    • Setting the Lead Status
    • Adding Note to a Lead
    • Setting Lead Reminder
    • Checking Activity Log of a Lead
    • Downloading Lead Report
  • Dashboard
    • Dashboard
    • Quick Summary
    • Funnel Metrics
    • Performance Trend
    • Your Campaigns
      • Activate or Pause Campaign
      • Edit Campaign Budget
      • Car Selection
      • Campaign Performace
    • Popular Products
    • Top Performing Ads
  • Frequently Asked Questions - Campaigns
    • Frequently Asked Questions
    • How to activate or pause a campaign?
    • Why is my Cost Per Lead higher or lower this month?
    • How many people have seen my ads?
    • How do I select the cars that I want to advertise?
    • How do I find the website where my Google Ads are taking the users to?
    • Are the changes I make on Dashboard executed in real-time?
    • What should be my Daily Budget?
    • How can I make TDS payment?
    • How do I make offline payments?
  • Frequently Asked Questions - Leads
    • Why should I use this platform when I can get lead at a lower cost per lead outside?
    • What are Expected Leads?
  • New Feature Release
    • Dealer Engagement Plan Dashboard
    • Lead Status Update
      • Which active dealers should I focus on to improve their performance?
      • Which dealers should I focus on activating first?
      • Which active dealers are doing well in the program?
      • Which active dealers are not doing well in the program?
        • Dealer Level Statistics
    • IVR Flow
    • Agent Updation
  • Reach Suggestions
Powered by GitBook
On this page

Was this helpful?

  1. Managing Leads

Setting Lead Reminder

PreviousAdding Note to a LeadNextChecking Activity Log of a Lead

Last updated 3 years ago

Was this helpful?

If you want to set a Reminder for a Lead for following-up or for anything that you might forget, you can do that easily.

  1. Click the Lead Reminder button next to the Lead for which you want to add the Reminder.

2. Set the date on which you want to be reminded.

3. Add your note to the Reminder describing what you want to be reminded of. Click the Done button to set the Reminder.

4. You can find all the Reminders by clicking the Reminders tab at the top of the Leads screen.

Check out this video to learn how to add lead notes and set lead reminder: