owner-PC\Derek
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1. Expand the Accordion View
Click on the "Open" button at the top of the accordion view to expand it.
2. Click on the Follow up List
Click on the Follow up List (the blue rectangle) to show your leads due for follow up.
3. Select the Lead you wish to Follow up with
Click on the lead that you are ready to follow up with. You can check to see what type of follow up event is required by checking the following:
a. blue envelope: indicates email follow up
b. green chat bubble: indicates SMS follow up
c. red phone: indicates phone followup
4. Type up your E-mail
After you select the lead you wish to follow up with, their lead card will load up with an HTML box at the top of the screen; This is the message body for your email. You can either enter your own personalized email, or choose one of the templates loaded into the Template dropdown menu.
5. Send
Click on the send button below the HTML editor box and success! Your email has been sent.