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.
Open Record from Follow-up List List - The specific follow-up communication method is indicated under Type in the Follow-up list.
- (A) Lead icon - Click to access the list of Follow-up events. The list will automatically open to Follow-ups.
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- (B) Open - Click to access the Lead card and to proceed with the Follow-up email.
Review Lead Record - Review the Lead record and notes to familiarize yourself with the Lead before placing the call.
Start Text
- (D) Start Follow-up Call - Click to initiate the manual Follow-up call. If connected via computer, the call will immediately connect. If connected via one of the phone options, the system will dial your phone; answer and press 1 to connect. This will turn grey while connecting and on the call.
- (E) Start Follow-up Call dropdown - Click to access additional phone numbers (if available) associated with the account as well as call statistics for all numbers such as number of calls and each number's answer rate.
- (F) Next Follow-up - Indicates the next date (after the current scheduled Follow up) a scheduled follow-up communication is scheduled.
- (G) Information - Click to see the type of scheduled follow up.
- (H) Delay - Click to delay the current follow up. Click here for a more detailed explanation on our Delay Follow up feature.
Send Email - Be sure to review the Lead card before sending the email.
- (CI) Add Recipients - Click to add additional recipients to the message.
- (DJ) Email Body - A preview of the email will appear with a pre-populated message. Make edits as necessary.
- (EK) Template dropdown - Click to access a list of additional standard messages.
- (FL) Send - After making updates, click to send the email.
Confirming Email Sent
- (G) Message Sent - After clicking Send, a confirmation message will appear confirming your email has been sent.
Update Record - Notes
& Update Record - Notes are automatically updated to reflect the Follow-up communication along with the initials of the employee who completed the event.
- (HM) Message Sent - After clicking Send, a confirmation message will appear confirming your email has been sent.
- (N) Save - Enter any necessary updates to the Lead card then click Save to apply updates and exit the Lead Card.
