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 Record from Follow-up List - The specific follow-up communication method is indicated under Type in the Follow-up list.
- (A) Lead icon - Click to access the list of Follow-up events. The list will automatically open to Follow-ups.
- (B) Open - Click to access the Lead card and to proceed with the Follow-up text.
Send Text - Be sure to review the Lead card before sending the text.
- (C) Text Body - A preview of the text will appear with a pre-populated message. Make edits as necessary.
- (D) Templates - Click to access a list of additional standard messages.
- (E) Add Recipients - Click to include additional text recipients.
- (F) Send - After making updates, click to send the text.
Confirming Text Sent
- (G) Message Sent - After clicking Send, the message will appear in the text body.
Update Record - Notes are automatically updated to reflect the Follow-up communication along with the initials of the employee who completed the event.
- (H) Save - Enter any necessary updates to the Lead card then click Save to apply updates and exit the Lead Card.
