Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
If your company doesn't subscribe to CallPotential's Lead Management services, these instructions may not be pertinent to you.
Location - After selecting the event from the Follow-up list, a user can complete a scheduled Follow-up email from inside the Lead card
Open Record from Follow-up List - The specific follow-up communication method is indicated under Type in the Follow-up list.
- (A) Start Follow-up Email Lead icon - Click to initiate access the manual list of Follow-up email.
- (B) Dropdown options - Allows you to select alternate email address(es).
- (C) Next Follow-up - The date of next scheduled Follow-up.
- (D) Information - Click to access information for the next Follow-up event.
- (E) Delay - This will temporarily delay future Follow-ups. Click here for more detailed information on our Delay feature. Depending on your management settings, you may not have access to this feature.
Send Email
- (F) Message - After clicking Start Follow-up Email, the email will appear as a preview in the bottom corner of the Lead card.
- (G) Cc/Bcc - Click to carbon copy and/or blind carbon copy the message.
- (Hevents. The list will automatically open to Follow-ups.
- (B) Open - Click to access the Lead card and to proceed with the Follow-up email.
Send Text - Be sure to review the Lead card before sending the email.
- (C) Add Recipients - Click to add additional recipients to the message.
- (D) Email Body - A preview of the email will appear with a pre-populated message. Make edits as necessary.
- (E) Template dropdown - Click to access a list of additional standard messages.
- (I) Email Body - Will appear with a pre-populated message. Users can make edits as necessary.(JF) Send - After making updates, click to send the email.
Confirming Email Sent
- (KG) Message Sent - After clicking Send, a confirmation message will appear confirming your email has been sent.
- (L) Next Follow-up - The date has been updated for the next scheduled manual Follow-up date.
- (M) Number Badge - Will decrease by 1.
Complete the Process
- (N) New Note - When finished interacting with the Lead card, click to enter a customized note, summarizing the interaction.
(O) Quick Responses dropdown - Provides the ability to quickly add notes from a list of standard responses.
(P) Add - Click to add your new note to the Lead's account.
(Q) Save - Click to save the information you entered while working in the Lead card.
