How to delay a followup on a lead until a particular date
Table of Contents
| Table of Contents |
|---|
1. Pull up the Leads card
Navigate to the Follow up menu in CallPotential, and click on the lead you wish to delay follow up for. Once the card loads, click on the "Delay Followup" link
2. Set the Next Followup date
Click in the Next Followup Date field, and select the appropriate date from the calender
3. Set the Reason for delay
Click in the Reason for delay field and select the appropriate reason. Add a note if necessary
4. Click OK
After you have entered the appropriate information, click OK
5. Save
Scroll down to the bottom of the screen and click Save, and the follow up has been delayed