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How do I set a lead follow-up date?
How do I set a lead follow-up date?
- Evelyn Fisher (Unlicensed)
- Tucker Marchese (Unlicensed)
Owned by Evelyn Fisher (Unlicensed)
Last updated: Feb 23, 2022 by Tucker Marchese (Unlicensed)Version comment
1 min read
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You can use EverBright to set email reminders for your follow-up appointments. This can be done from the pipeline or from any page of a job.
Just click the sales notes icon to take down important details and get your follow-ups scheduled. You can choose different reminder options or use "Custom" to set a specific time.
From the pipeline, click the notes icon on the right:
From the job view, click the notes icon along the right sidebar:
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