Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access - Depending on your management settings, you may not have this option. If you do have this option, we recommend using it very sparingly as it will delay future follow-ups.
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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 Followup
(B) Delay Until - Click the calendar to select the date you wish to delay the
followupFollow-Up. The
followupFollow-Up will not appear in your
followFollow-
upsUp list until this new date.
(C) Reason for Delay
dropdown- Click the dropdown to select the reason you are delaying the
followupFollow-Up.
(D)
ExtendExtended Expiration Date -
Click the calendar to delay the date the system will automatically expire the Lead. It is recommended that you extend this date by the same amount as you did in Delay UntilThis 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,
(F) Next Follow-up date -
WillThis will become updated to the new date selected in the Delay Followup window.
Update the Record
(G)
Number Badge - The counter will decrease by one.
Save - Click to save and exit the updated Lead record.
