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.
Location - After selecting the event from the Follow-up list, a user can complete a scheduled follow-up call from inside the Lead card.
- (A) Start Follow-up Email - Click to initiate the manual Follow-up email.
- (B) Dropdown options - Allows you to select alternate email addresses.
- (C) Next Follow-up - Date of next scheduled follow-up.
- (D) Information - Click to access information for the next follow-up event.
- (E) Delay - This will temporarily delay future Follow-ups. Click here for more detailed information on our Delay feature. Depending on your management settings, you may not have access to this feature.
Send Email
- (F) Message - After clicking Start Follow-up Email, the email will appear in the bottom corner of the Lead card.
- (G) Cc/Bcc - Click to carbon copy and/or blind carbon copy the message.
- (H) Template dropdown - Click to access a list of additional standard messages.
- (I) Email Body - Will appear with a pre-populated message. Users can make edits as necessary.
- (J) Send - After making updates, click to Send the email.
Confirming Email Sent
- (K) Message Sent - After clicking Send, a confirmation message will appear confirming your email has been sent.
- (L) Next Follow-up - Date has been updated for next scheduled manual Follow-up date.
- (M) Number Badge - Will decrease by 1.
Complete the Process
- (N) New Note - When finished interacting with the Lead card, click to enter a customized note, summarizing the interaction.
(O) Quick Responses dropdown - Provides the ability to quickly add notes from a list of standard responses.
(P) Add - Click to add your new note to the Lead's account.
(Q) Save - Click to save the information you entered while working in the Lead card.
