Complete outstanding follow-up events promptly to keep lead engagement moving and ensure your team’s customer activity is up to date.
Quick Start
Open the Follow-up list from the Lead icon.
Filter the list to find the follow-up events you need to complete.
Review the scheduled follow-up details and open the applicable lead card.
Prerequisite
You need access to the CRM lead services and the Lead icon. If you work across multiple locations, you must also have access to each location whose follow-ups you need to review.
Access Outstanding Follow-Ups
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Select the Lead Icon (A) in the left navigation to open the scheduled Follow-up list. The Number Badge (B) above the icon shows the total outstanding follow-ups across all locations you can access.
Filter Follow-Ups
Use Location (C) to limit results to one or more locations. By default, the list includes every location you can access.
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Select Additional Filters (D) to search by customer name, email address, phone number, Lead ID, lead type, or time in list. Then select Apply (E) to update the results.
Review Follow-Up Details
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Select a column title to change the sort order, then use these columns to prioritize your work:
Date (F) shows the scheduled completion date.
Location (G) shows the lead’s associated location.
First & Last Name of Lead (H) shows the lead’s saved name.
Type (I) shows whether the follow-up is a call, text, or email.
Phone (J) shows the lead’s saved primary phone number.
Follow Ups (K) shows the number of previous follow-ups completed for the lead.
Time in List (L) shows how long the follow-up has been awaiting completion; items scheduled for less than a full day display hours and minutes.
Priority (M) determines list order, with lower numbers appearing first. Priority 1 items display a special icon.
Complete the Follow-Up
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Select Open (N) to open the lead card and complete the scheduled follow-up.