FollowUp360

📅 Filter Leads by Date

Filters by the date embedded in the Lead ID (e.g. selecting 3 Jul 2026 shows all AD3-26JUL-* leads)

🗓️ Pick Dates

↔️ Date Range

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From Date

To Date

Add New Lead

Lead ID

Format: Source + DD + YY + MON + Number

Customer Name

Vehicle Type

🚗 Car

🏍️ Bike

🛵 Scooty

🚛 Commercial

Insurance Type

🚗 Vehicle

🏥 Health

❤️ Life

Earning Potential

🔥 High

⚡ Medium

🌱 Low

Response Status

Remarks

⏳ Policy / Renewal Expiry

Expiry Date (if known)

Policy / Plan Details

⚡ Bulk Add Leads

Select Date of Leads

Select a date to see ID format

How many leads?

📊 Excel Offline Sync

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⬆️ Upload Excel → CRM

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📋 How to use offline:

1. Tap Download → saves Excel with all Due Now leads
2. Open on your phone/laptop — fill in details offline
3. Use the dropdowns in Excel for Vehicle, Potential, Stage, Tag
4. Save the file → come back online → tap Upload
5. CRM updates existing leads + adds new ones

⚠️ Lead ID column must not be changed

💾 Backup & Restore

Total Leads 0

Last Backup Never

⬆️ Restore Backup Upload .json file

⚠️ Restore will merge backup leads with existing leads in KV. Existing leads with same ID will be overwritten.

✏️ Manage Quick Remarks

Add your frequently used remarks. Select from the dropdown on any card.