Creating New 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 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 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 create a new one. Click here to learn how to implement the Delay Follow-up feature at your locations.

(C) New - Click to open the Setup Reason popup window and create the new Follow Up Delay reason. Click here and scroll to step (R) to learn how to enable this feature for your workflow.

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 you made and return to the Follow-up Delay list.