FAQs: Activities

1. Can I Customize Fields And Workflows In MIZO CRM?

Yes — MIZO CRM allows you to customize your lead management workflow so it aligns with how your team actually works. From defining your own lead stages to organizing follow-ups, MIZO is designed to be flexible for different industries and business types.

2. What Are Custom Lead Statuses?

You Can Define Your Own Stages Such As :

🔹New
🔹Follow-Up
🔹Interested
🔹Converted
🔹Not Responding

This allows you to track each lead’s journey in a way that matches your sales or admission process.

3. What Are Lead Tags & Grouping?

Categorize Leads With Custom Tags Like:

🔹Hot
🔹Cold
🔹Facebook Lead
🔹North Zone

This makes it easy to filter, search, and focus on the right leads at the right time.

4. What Are Follow-Up & Notes In Lead Management?

Set manual follow-up for calls or meetings and leave notes under each lead for future reference. This ensures you stay organized and your team knows exactly what to do next.

5. What Is WhatsApp Template Integration In A CRM?

Customize your follow-up communication using pre-approved WhatsApp message templates. You can send personalized messages directly from the CRM — perfect for real estate, education, or services.

6. What Is Lead Assignment & Team Coordination In A CRM?

Assign leads to team members and track updates in real-time. While role restrictions are basic, team members can manage their own leads, and admins can oversee all activities centrally.

7. How Is Mizo Adaptable For Different Business Types?

Whether you’re managing admission inquiries, property leads, or client consultations, MIZO’s lead flow customization supports your industry-specific terminology and workflow.