Location
Note: We recommend using this feature very sparingly as it will delay future follow-ups. Depending on your management settings, you may not have Delay as an option.
- Delay feature is located furthest right in the Follow-Up section.
Step 1 - Delay Followup Popup Window
Delay - ClickRETURN TO THE MAIN SUPPORT PAGE
There are times when a scheduled Follow-Up event appears on your list and you want to delay it until a later date. For example, if the Lead just called you or stopped in, it may not make sense to call them. In this instance, you can choose to delay the event. Please note that you should always adhere to your company's policies regarding delaying Follow-Up events. They have built a specific Follow-Up schedule and variating from this schedule should always be considered very carefully. If the Delay button is not displayed in the Lead Card, your management team has disabled this feature and you will be unable to delay the event.
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. Click here to learn how to access your Follow-Up list.
Delay Until
Delay Followup
(B) Delay Until - Click the
Calendarcalendar to select the date you wish to delay the
followupFollow-Up.
The
followupFollow-Up will not appear in your
followFollow-
upUp list until this new date.
(C) Reason for Delay - Click the dropdown to select the reason you are delaying the
followupFollow-Up.
- Extend
(D)Extended Expiration Date -
Delay the date the system will automatically expire the Lead. We recommend extending this date by the same amount as you did in Delay Until.This will appear after editing the new delayed date (B). Update when the Lead will expire in the system. Note: Depending on your property management software, this might not appear.
(E) Confirm- Click to apply the delay.
After confirming the delay, (1) the(F) Next Follow-up date - This will
bebecome updated to the new date
, (2) the counter decreases by one, (3) the event will be removed from your Follow-up list.selected in the Delay Followup window.
Update the Record
(G)Save - Click to save and exit the updated Lead record.
