There are times when a user needs to delay a Follow-up event
. Examples include if the Lead justlike when a Lead has recently called or stopped
into the locationin. When that happens, it might make sense to delay the
Follow-up workflow if thenext event
isif its scheduled to occur relatively soon. This guide explains how to create reasons a user is required to select from when delaying a Follow-up event.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Your To create Follow-up Delay reasons, your organization must subscribe to CallPotential's Lead Manager service and you must be signed into the Web Client as an Administrator to access the Settings icon.
Access
- (A) Settings - Click to access all available administrative settings.
- (B) Follow Up Delay Reasons - Click to access the full list of Follow Up Delay reasons and create a new one. Click here to learn how to implement the Delay Follow-up feature within a Lead card.
- (C) New - Click to open the Setup Reason popup window and create the new Follow Up Delay reason.
Create Reason
(D) Description - Enter what will appear as in the list of options for users to select from when selecting delaying a reason to delay a follow-up event.
(E) Save - Click to make the Follow Up Delay reason available for use in within the system and return to the Follow-up Delay list.
(F)Cancel - Click to discard any edits made and return to the Follow-up Delay list.
