Content Comparison

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You can schedule a follow-up through the calendar or through the Follow-Up action tool, or the Follow-Up quick action tool while viewing a lead.

Accessing the Follow-Up Scheduler through the Calendar

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1. Complete the unpopulated fields in the Schedule Follow-Up popup window.
   

   

   • Subject: The default subject is <follow-up type, borrower full name>. You can add your own subject to override the default.

   • Associated Contact: The name of the lead for the follow-up.

   • Organizer Name and Email Address: The name and email address of the person who created the follow-up.

   • External Calendar Invitee(s): The names/email addresses of individuals added to the follow-up through Outlook integration.

   • Date and Time (required): The date and time of the follow-up. All past dates are disabled.

   • Start: The scheduled start time for the follow-up.

   • End: The scheduled end time for the follow-up.

   • Reminder: The default reminder time of 15 minutes can be changed.

   • Assigned: If the follow-up is assigned to another user, the user’s name is selected here. This is a permissions-based feature.

   • Type (required): Select Call, Email, Other, or SMS from the dropdown.

   • Download Calendar Invite: Option to upload the calendar invitation.

   • Notes: Any added notes (up to 2000 characters) will appear in the Notes section of the lead.

   • Add to Calendar: Add the follow-up to your configured iCalendar or Outlook calendar. The follow-up schedule file is automatically downloaded.

2. Click Update to save the follow-up.

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