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How to update leads?

Update lead on Mobile App

Login to your OutPerform Account on your mobile app.

  • Manage your leads in multiple pipeline.
  • Every lead has it own status : Contact not made, Progressing & Follow up.
  • Add follow up activity or notes for each deal.
  • Tap on Call icon to call or Send Whatsapp to the prospect.
  • Convert potential prospect from pre sales pipeline to sale pipeline.

Below is a quick video guide:

  1. How to add notes on Web and Mobile app
  2. How to send WhatsApp pre-filled messages & SmartLink PDF files
  3. How to schedule activities on Mobile
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