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.
- (A) Delay - From inside the Lead card, click to open the Delay Followup popup.
Delay Followup - After completing the Delay Followup popup window, the event will be removed from the Follow-ups list.
- (B) Delay Until - Click the calendar to select the date you wish to delay the followup. The followup will not appear in your follow-ups list until this new date.
- (C) Reason for Delay dropdown - Click the dropdown to select the reason you are delaying the followup.
- (D) Extend 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 Until.
- (E) Confirm - Click to apply the delay.
- After confirming the delay,
- (F) Next Follow-up date - Will become updated to the new date selected in the Delay Followup window.
- (G) Number Badge - The counter will decrease by one.
