ShivFlow

Dashboard Contacts Agents Pipeline Quotations Targets Settings

Follow Ups

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Contacts

Manage and assign company leads

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	Name	Company	Assigned To	Follow Up	Phone	Action
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Add Contact

Customer Name

Company*

Email

Phone*

Priority

Deal Value ₹

Assign To Agent

Follow Up Date *

Follow Up Time *

Contact Status

Customer Address

City

State

Country

Pincode

Notes

Conversation Timeline

Current Follow-up Not scheduled

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Add Conversation

Conversation Type What was discussed? * Outcome

Next Follow-up Date

Follow-up Time

Pin important note

Assign Selected Contacts

Choose agent for selected contacts

Select Agent