There are times when a user needs to delay a Follow-up event like when a Lead has recently called or stopped in. When that happens, it might make sense to delay the next event if it's scheduled to occur relatively soon. The purpose of this guide is to explain how to remove reason(s) available for users 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.
You must be signed into the Web Client as an Administrator to access the Settings icon To create, edit and delete Follow-up Delay reasons, your organization must subscribe to CallPotential's Lead Manager service and you must be signed into CallPotential's web version as an Administrator.
Access
- (A) Settingsicon - Click to access all your available administrative settings.
- (B)Follow Up Delay Reasons - Click to access the full list of Follow Up Delay reasons and delete existing ones. Click here to learn how to implement the Delay Follow-up feature at your locations.
- (C)Search - Search for a specific reason. The list If you know the reason you want to delete and the list is long, it may be helpful to search for it here. As you type the reason, it will dynamically update as you your start typing.
Delete Reason(s) - Note:
youYou may delete more than one reason at
oncea time by checking multiple descriptions or checking the (D) multi-select checkbox.
- (E) Select checkbox - Click to select a Follow-up Delay reason(s) to be deleted.
- (F) Delete - Click to complete the deletion process. Note: This becomes enabled once a reason(s) has been selected.
