There are times when a scheduled Follow-Up task appears on your list and you want to delay the event until a later date. For example, if the Lead just called you or stopped in, it may not make sense to
place acall
tothem. In this instance, you can choose to delay the
taskevent. Please note that you should always adhere to your company's policies regarding delaying Follow-Up events. They have built a specific Follow-Up schedule and variating from this schedule should always be considered very carefully. If the Delay button is not displayed in your Lead Card, your management team has disabled this feature and you will be unable to delay the
taskevent.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access
(A) Delay - From inside the Lead card, click to open the Delay Followup popup. Click here to learn how to access your Follow-Up list.
Delay Followup
(B) Delay Until - Click the calendar to select the date you wish to delay the Follow-Up. The Follow-Up will not appear in your Follow-Ups Up list until this new date.
(C) Reason for Delay - Click the dropdown to select the reason you are delaying the Follow-Up.
(D) Confirm- Click to apply the delay.
(E) Next Follow-up date - This will become updated to the new date selected in the Delay Followup window.
Update the Record
- (F) Save - Click to save and exit the updated Lead record.
