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Leadxen tip: Never miss your To-dos with this new feature

By Anupal.S on August 30th, 2018 | Leadxen Blog, Product Feature & Updates

It really feels bad when we miss or forget any important follow up, obviously that gonna impact over sale or put bad impression over client or sometime have to face consequences that we always wanted to avoid. As being a Leadxen user this is very important for us to remind for every task due on time and alert for any missed todo in your account.

As you might not aware you can get any missed followup reminder email on your email right after the next day or weekly or monthly. This feature we have recently introduced which was earlier bound to with Missed Todo Summary Emails, which is now an independent feature in all user personal account.

Activate Missed Todo Summary

As of the result its moved to your account personal preference, you need to navigate to My Account from top account menu and go to Preferences, You will see new select drop-down with label Missed Todo Summary.

Follow up the above screenshot to activate this feature. You can either set the summary email frequency to Daily, Weekly, Monthly or even can disable it.

Don't only listen to us

Read what other says

Before using Leadxen application I always used to do manual work, as to make calls to my fellow colleagues, to ask then their status of work which they have done in entire day. But now I don’t have to ask anyone status, I can see their complete work report and come to know the entire status of all their leads which they have followed. Its helps me to track the target achievement of all fellow colleagues and maintains a proper Dashboard of all of them.

Once again a great thanks for this great sales CRM like Leadxen !!!!
Jagmeet Singh
Marketing Manager - Macwill Information Systems Pvt. Ltd.

Leadxen provided us with an interface where we can assign and follow-up leads, a highly customizable way of setting targets and monitoring performance, as well as great reporting tool with chart and dashboard capabilities. We have managed to customize to fit exactly the business requirements of our sales team, with very little IT knowledge required.

I am very thankful to Macwill for developing such a great CRM tool which helped us to do followup with customers without even a single miss , which leads to customers' delight and our profitability.
Maninder Singh
MG Investment Consultants

WDIC is using Leadxen application for a few months and I am quite satisfied with features, speed & user friendly interface. It resolved the main issue of following a lead and maintaining proper records of the follow ups. Now it's quite easy to follow the lead with the help of TODO feature and you never miss to follow a client.
Reporting feature is also good, the customization of reporting system enables a supervisor to keep a sharp eye on activities of all users of Leadxen. Email synchronization and document uploading feature is also good to keep all the related communications and files at one place. I will be pleased to give 7 out of 10 rating to Leadxen.
SP Singh
CEO - WD Immigration Consultants (WDIC)

We started using Leadxen since Dec'15 and its quite user friendly. Earlier we use to track all our leads manually but now with Leadxen its has become easy for my team to track leads, timely follow up on them and maintain all records. The life is quite easy now with this tool.
Also, it becomes easy for the leadership to keep an eye on each and every activity of their team member and ensure there are no loop holes. The best part is the Leadxen team works on the feedback and get back to us by fulfilling most of our needs. Thanks Macwill for creating this tool !!
Nitika saini
Branch Head - Raffles Educity

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