There are times when a user needs to delay a Follow-up event. Examples include if the Lead just called or stopped into the location. When that happens, it might make sense to delay the Follow-up workflow if the next event is scheduled to occur relatively soon. This guide explains how to create reasons a user is required to select from when delaying a Follow-up event.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Your organization must subscribe to CallPotential's Lead Manager service and be signed into the Web Client as an Administrator to access the Settings icon.
Access
- (A) Settings - Click to access all available administrative settings.
- (B) Follow Up Delay Reasons - Click to access the full list of Follow Up Delay reasons and create a new one. Click here to learn how to implement the Delay Follow-up feature within a Lead card.
- (C) New - Click to open the Setup Reason popup window and create the new Follow Up Delay reason.
Create Reason
(D) Description - Enter what will appear as options for users when selecting a reason to delay a follow-up event.
(E) Save - Click to make the Follow Up Delay reason available for use in the system and return to the Follow-up Delay list.
(F) Cancel - Click to discard any edits made and return to the Follow-up Delay list.
