Introduction
In the competitive landscape of business, successful lead conversion is a game-changer. However, converting leads into loyal customers often requires a strategic and well-executed approach, which is where follow-ups play a pivotal role. In this concise article, we unveil the essential steps to master the art of adding follow-ups to your lead management arsenal. Get ready to optimize your sales process, increase customer retention, and witness your educational tech company soar to new heights with these practical follow-up techniques.
How to Add a Follow-Up?
There are multiple ways to add a follow-up through the Lead's Profile. Here's the first one:
-
Navigate to Leads Manager > Manage Leads.
-
Search for the lead you want to add Follow-Up for.
-
Click on the Registered Name.
-
A new tab named "Lead Details" will open.
-
On the top right side, second from the upper side a calendar icon will be visible "Add Follow Up".
-
A pop-up titled "Add Follow up" will open.
-
Select the required Lead owner's Name, Follow up Date along with a Note, if any.
NOTE : Lead owner's name and note is optional and lead owner's name can be used to add follow up for other lead owners also.
-
After updating the details, Click on the "Save" button.
Second Method :
-
Click on Registered name on the Lead manager.
-
A new tab named "Lead Details" will open.
-
On the left hand side you can see a label "Follow up & Notes".
-
Once you click on that, on the mid-right side a clock type icon named "Add Follow Up" will appear.
-
Once you click on the "Add Follow Up" a similar kind of pop-box will appear, where you need to mention the Lead owner's Name, Follow up Date along with a Note, if any.
NOTE : Lead owner's name and note is optional.
-
After adding the details, Click on the "Save" button.
Third Method
-
Navigate to Leads Manager > Manage Leads.
-
Search for the lead you want to add Follow-Up for.
-
Click on the Registered Name.
-
A new tab named "Lead Details" will open.
-
Just below the applicant name you can see an "Edit" option.
-
Click on the icon, a pop-box labeled "Change lead stage" will appear, where you need to mention the Lead Stage, Lead owner's name, follow up date along with a note, if any.
NOTE : Lead owner's name and note is optional.
-
After adding the details, Click on the "Save" button.
Fourth Method
-
Navigate to Leads Manager > Manage Leads.
-
Search for the lead you want to add Follow-Up for.
-
Click on the gear against each lead, just below the action button.
-
Few options will appear, click on the "Change Lead Stage"
-
Once you click on "Change Lead Stage", a pop-box labeled "Change lead stage" will appear.
-
You need to mention the Lead Stage, Lead owner's Name, Follow-up Date along with a Note, if any.
NOTE : Lead owner's name and note is optional.
-
After adding the details, Click on the "Save" button.
P.S. You may also add Follow-Up using Application Manager for the applications by following the similar steps mentioned in the Article.