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LeadCedar

Leads & sales

Follow-ups and demos

Schedule follow-ups, stay on top of overdue ones, and book and record product demos.

Follow-ups

Set a follow-up date on a lead to remind yourself to contact them. The Follow-ups page has two tabs: Today, for everything due today, and Overdue, for follow-ups that have been missed.

To reschedule many leads at once, select them on the Leads page and use the bulk follow-up action.

Demos

  • Schedule a demo from the Demos page.
  • After the demo, mark it completed and record the outcome, for example interested, needs more information, not interested or no-show.

Demo requests from your website

Demo bookings sent from your website (see "Website lead capture") create a lead and appear on the Demo Requests page, along with the page they came from. Choose who takes them in Settings → Integrations → Website demo bookings, or leave it empty to share them across the sales team.