Editing Follow-up Delay Reasons

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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. The purpose of this guide is to explain how to edit the 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, edit and delete Follow-up Delay reasons, your organization must subscribe to CallPotential's Lead Manager service and you must be signed into CallPotential's web version as an Administrator.

Access

(A) Settings - Click to access all your available administrative settings.

(B) Follow Up Delay Reasons - Click to access the full list of Follow Up Delay reasons and edit existing ones. Click here to learn how to implement the Delay Follow-up feature at your locations.

(C) Search - If you know the reason's description you want to edit and the list is long, it may be helpful to search for it here. As you type the description, it will dynamically update as you start typing.

Edit Reasons

(D) Edit - To the right of each reason, click the corresponding icon to edit a specific Follow-up Delay Reason.

(E) Description - Edit what will appear in the list of options for users to select from when delaying a Follow-up event.
(F) Update - Click to save your edits and make them available for use within the system. You will then be returned to the Follow-up Delay list.
(G) Cancel - Click to discard any edits you made and return to the Follow-up Delay list.