eLEAD automated follow-up schedule

Kinsey  Clark

Does anyone that uses eLEAD know if you can set up an automated follow up schedule?

Melissa Resler

Kinsey,

I have eLead as a Ford offered CRM, and yes you can set up an automated follow up schedule. You will have to provide them a "work flow". When you call tech support they will ask for you to email it to them. It will take a few days for them to build and implement it. If there are certain emails that go along with the work flow that will be automated, make sure to have those available for them as well. 

 

Melissa R.

Kinsey  Clark

Awesome! Thank you so much! How long do you have your follow up schedule set up for?

Melissa Resler

Kinsey,

We follow up hard with 2 calls and 1 email for the first 5 days, then slow things down a bit and follow up on day 7, 10,15, 21,30,40,45,60,90.

Melissa R. 

Chris K Leslie

How annoying you cant build it yourself. 

Melissa Resler

Chris - It's ridiculous! If you want to make changes it takes days to happen. Not my favorite CRM. 

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