There are times when a scheduled
followFollow-
upUp task appears on your list and you want to delay the event until a later date. For example, if the
leadLead just called you or stopped in, it may not make sense to place a call to them. In this instance, you can choose to delay the task. Please note that you should always adhere to your company's policies regarding delaying
followFollow-
upUp events. They have built a specific
followFollow-
upUp 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 task.
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.
Delay Followup
(B) Delay Until - Click the calendar to select the date you wish to delay the followFollow-upUp. The followFollow-up Up will not appear in your followFollow-ups Ups list until this new date.
(C) Reason for Delay dropdownDelay - Click the dropdown to select the reason you are delaying the followFollow-upUp.
(D) Extend Expiration Date - Click the calendar to delay the date the system will automatically expire the Lead. It is recommended that you extend this date by the same amount as you did in Delay Until.(E) Confirm- Click to apply the delay.
(FE) Next Follow-up date - Will This will become updated to the new date selected in the Delay Followup window.
Update the Record
- (GF) Save - Click to save and exit the updated Lead record.
