Step 1 - Delay Followup Popup Window
- Delay (A) - Click to open the Delay Followup popup.
Note: We recommend using this feature very sparingly as it will delay future follow-ups and depending on your management settings, you may not have Delay as an option.
Step 2 - Make Adjustments
- Delay Until (B) - Click the calendar to select the date you wish to delay the followup. The followup will not appear in your follow-up list until this new date.
- Reason for Delay (C) - Click the dropdown to select the reason you are delaying the followup.
- Extend Expiration Date (D) - Click the calendar to delay the date the system will automatically expire the Lead. We recommend extending this date by the same amount as you did for Delay Until.
- Confirm (E) - Click to apply the delay.
- After confirming the delay,
- (1) the Next Follow-up (F) date will be updated to the new date,
- (2) the counter (G) decreases by one,
- (3) the event will be removed from your FOLLOW-UPS list.
