Complete scheduled follow-up calls efficiently while keeping lead activity and next steps accurately recorded.
Quick Start
Open your Follow-ups list and select the scheduled lead.
Review the lead's script and notes.
Start the follow-up call, then save any updates.
Prerequisites
You need access to your company's CRM lead services, the Follow-ups list, and the applicable lead record.
Open the Scheduled Follow-Up
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Select the Lead icon (A) to open the list of manual follow-up events. The list opens to your Follow-ups.
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Confirm the follow-up communication method in Type (B), then select Open (C) to open the lead card.
Place the Call
Review the script (D) and notes (E) to prepare for the conversation.
Select Start Follow-up Call (F) to begin the call. Computer-connected calls start immediately. For phone-connected calls, answer the system call and press 1 to connect. If the primary phone number is excluded from calls, the system uses a non-excluded number when available. If no eligible number is available, the follow-up may be skipped or removed from your task list and a note is added to the record.
Use Start Follow-up Call dropdown (G) to choose another available account number or review call statistics, including call volume and answer rate.
Review Next Follow-up (H) to see the next scheduled communication date. Select Information (I) for details about that event.
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Select Delay (J) to postpone the current follow-up. See Delay Follow-up for detailed instructions.
Notes are automatically updated with the completed follow-up communication and the initials of the employee who completed it. Select Save (K) to save your updates and exit the lead card.