The Follow Up Wizard allows you to quickly – and effectively – engage with your new contacts, re-engage existing contacts, and set up action plans to convert more leads. For new leads, you can launch the Follow Up Wizard right from the Contact's Timeline.
You can also launch the Follow Up Wizard from the More Actions menu.
Watch the one minute video!
Choose the type of follow up (phone/in person or email), then choose the contact type (e.g. new buyer or seller). When you start entering a contact type, you'll see results based on what you've entered.
If the contact has a phone number, the default method will be phone/in person.
View the email you’re about to send – you can edit the email, or add additional details or quick text. You can also add relevant listings to include in your email.
Setup an action plan with one click! These action plans are a series of reminders that will guide you through the next engagement steps for your contact. You can also add notes about your contact right from here.