This guide explains how to manually email a Lead when one is scheduled as an event in the Follow-up workflow.
Note: If your company doesn't subscribe to our CRM (lead) services, these instructions may not be pertinent to you.
Open the Record from the Follow-up List
Note: The specific Follow-up communication method is indicated under (B) Type in the Follow-up list.
· (A) Leads icon - Click to access the list of Follow-up events. The list will automatically open to Follow-ups. Note: The number badge above the Leads icon indicates how many total, manual (phone, text, email) Follow-up events need to be completed.
· (C) Open - Locate the specific email event you want to complete and click to access the Lead card to proceed with the Follow-up email.
Before Sending the Email
· Review the Lead Record - Review the (D) script to familiarize yourself with the Lead before sending the email.
Start the Email
· (E) Start Follow-up Email - Click to initiate the manual Follow-up email.
· (F) Start Follow-up dropdown - Click to access additional email addresses (if available) associated with the account.
· (G) Next Follow-up - Indicates the next date (after the current scheduled Follow-up event) a scheduled Follow-up communication is scheduled.
· (H) Information - Click for information regarding the next Follow-up event.
· (I) Delay - Click to delay the current Follow-up. Click here for a more detailed explanation on our Delay Follow-up feature.
Edit & Send Email
Note: All emails will automatically contain a link that Leads can use to unsubscribe from these notifications.
· (J) Add Recipients - Click to add additional recipients to the message.
· (K) Email Body - A preview of the email will appear with a pre-populated message. Make edits as necessary. Note: You can click and drag the edge of the email window to increase or decrease its size on your screen.
· (L) Templates - Click to access a list of additional standard messages you can send. Note: Your management team has worked hard to customize a message that fits into this step of the workflow. Please confirm with your management team before selecting a different template.
· (M) Send - After making updates, click to send the email and a confirmation message will appear confirming your email has been sent.
Update Record
Note: Notes are automatically updated to reflect the Follow-up communication along with the initials of the employee who completed the event.
· (N) Save - Click Save to apply updates to the record and exit the Lead card.