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Step 1

  1. Click on Leads Module from the left menu.
  2. Here, you will see the Settings options. In settings, you’ll see two options, Leads Settings & Leads Presets. 
  3. You will have to choose Lead Settings.
user-guide-leads-follow-up-details

Step 2

  1. In Lead Settings, you will see various fields. You have to go to the Field Settings
  2. Here, you can see the Follow-up Options. You can mark on unmark given options according to the leads.
  3. You can also add a new follow up option by clicking on Add Another Option.  Then, click on the Save Settings button. 
user-guide-leads-settings-follow-up-add

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