Follow Ups

How to follow up with potential customers?

From Lead page you will have few options to follow up with the customer. All follow ups that were added by an assigned user will be listed in "Follow ups" tab on the right side of the screen.

They are marked with their respective type and show the text sent or entered as notes. All follow ups show date and timestamp of their creation.

In-call Notes

First option available is marked with a phone icon. Here you can enter notes from the call with the customer for later use if needed. By adding In-call notes we are aware that the follow up was done through a call.

Follow up Email

With this option you will be able to send a direct email to the customer's email address, or their additional contact. You can use one of your own templates (check Follow up Templates for further info) or enter the Subject and Body of the email on the go.

In the email you can use Variables to add information from the Lead you're viewing.

Follow up SMS

This option will only be available if the Company has a Phone number set to send SMS to customers. Otherwise it will be disabled. You can check information about phone numbers here.

You can send an SMS to the customer's phone number and see the history of the conversation. Variables can be used in the same way as for the Follow up Email.

Voice Message Notes

This type of note is similar to the first option, but lets us know that you left a voice message to the customer instead of an actual call.