Complete scheduled follow-up emails quickly and consistently so leads receive timely communication and your team maintains an accurate activity record.
Quick Start
Open the Follow-ups list and select the scheduled email event.
Review the lead’s script, then start the follow-up email.
Personalize and send the message, then save the lead record.
Prerequisites
Access to CRM lead services, the Follow-ups list, and the applicable lead record is required. You must also be authorized to send email from the lead’s account.
Open the Scheduled Follow-up
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Select the Leads icon (A) to open the Follow-ups list. The badge above the icon shows the number of manual follow-up events that still need to be completed.
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Confirm the communication method in Type (B), then select Open (C) for the email event you need to complete.
Review and Start the Email
Review the script (D) to understand the lead before sending the email.
Select Start Follow-up Email (E) to begin the manual email. If the account has additional addresses, use the Start Follow-up dropdown (F) to choose one. The Next Follow-up (G) shows the date of the next scheduled communication. Select Information (H) for its details, or select Delay (I) to postpone the current follow-up. See Delay Follow-up for more detail.
Edit and Send the Email
Select Add Recipients (J) to include additional recipients. Review and personalize the pre-populated Email Body (K); drag the edge of the email window to resize it if needed.
Select Templates (L) to choose another standard message. Confirm with your management team before using a different template.
Select Send (M) after making your updates. A confirmation message appears when the email is sent. Every email automatically includes an unsubscribe link for the lead.
Select Save (N) to apply updates and exit the lead card. The record notes are automatically updated with the follow-up communication and the initials of the employee who completed it.