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RETURN TO THE MAIN SUPPORT PAGE

This guide explains how to manually email a Lead when one is scheduled as an event in the Follow-up workflow.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

If your company doesn't subscribe to CallPotential's Lead Management services, these instructions may not be pertinent to you.

Open the Record from the Follow-up List - Note: The specific

follow

Follow-up communication method is indicated under (B) Type in the Follow-up list.

  • (A) 

    Lead

    Leads icon - Click to access the list of Follow-up events. The list will automatically open to Follow-ups. Note: The number badge above the Leads icon indicates how many total, manual (phone, text, email) Follow-up events need to be completed.

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  • (

    B

    C) Open -

    Click

    Locate the specific email event you want to complete and click to access the Lead card

    and

    to proceed with the Follow-up email.

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Before Sending the Email

  • Review the Lead

Record 

  • Record - Review the

Lead record and notes to

  • (D) script to familiarize yourself with the Lead before sending the email.

  • (C) Script - Note any special directions or scripting that may have been customized by your management team.

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Start
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Start the Email

  • (

    D

    E)Start Follow-up Email - Click to initiate the manual Follow-up email. 

  • (

    E

    F) Start Follow-updropdown - Click to access additional email addresses (if available) associated with the account.  

  • (

    F

    G) Next Follow-up - Indicates the next date (after the current scheduled Follow-up event) a scheduled

    follow

    Follow-up communication is scheduled. 

  • (

    G

    H)Information - Click for information regarding the next

    follow

    Follow-up event. 

  • (

    H

    I)Delay -

    Click

     Click to delay the current

    follow

    Follow-up. Click here for a more detailed explanation on our Delay Follow-up feature.

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Edit & Send Email

 - Be sure to review the Lead card before sending the email

- Note: All emails will automatically contain a link that Leads can use to unsubscribe from these notifications.

  • (

    I

    J) 

    Add Recipients

    Add Recipients - Click to add additional recipients to the message.

  • (

    J

    K) Email Body - A preview of the email will appear with a pre-populated message. Make edits as necessary.

      (K) Template dropdown

    Note: You can click and drag the edge of the email window to increase or decrease its size on your screen.

  • (L) Templates - Click to access a list of additional standard messages

    . (L

    you can send. Note: Your management team has worked hard to customize a message that fits into this step of the workflow. Please confirm with your management team before selecting a different template.

  • (M) Send - After making updates, click to send the email and a confirmation message will appear confirming your email has been sent.

Confirming Email Sent &

  •  

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Update Record - Note: Notes are automatically updated to reflect the Follow-up communication along with the initials of the employee who completed the event.

  • (

    M) Message Sent - After clicking Send, a confirmation message will appear confirming your email has been sent. (

    N) Save -

    Enter any necessary updates to the Lead card then click

    Click Save to apply updates to the record and exit the Lead

    Card

    card.

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