There are times when a user needs to delay a Follow-up event like when a Lead has recently called or stopped in. When that happens, it might make sense to delay the next event if it's 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.
To create Follow-up Delay reasons, your organization must subscribe to CallPotential's Lead Manager service and you must be signed into the Web Client as an Administrator.
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 in the list of options for users to select from when delaying a follow-up event.
(E) Save - Click to make the Follow Up Delay reason available for use within 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.
