Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How does Lead Manager prompt the salesperson to follow-up on leads?

0
Posted

How does Lead Manager prompt the salesperson to follow-up on leads?

0

Lead Manager 2.1 has an improved process to ensure prompt follow-up on leads. The sales processes of Lead Manager 1.6 are replaced in this version with user-configured “Next Actions”. Every new lead has a Next Action due on it (i.e. Send Email). The Internet Manager can determine the amount of time before the Next Action is due in Response Settings. When an action is completed on a lead, the salesperson is prompted to schedule a follow-up action. If an action is overdue, the scheduled time in the Action Due column turns red.

Related Questions

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123