So, Follow-up works much like a reminder so a counselors can prioritize, based on the follow-ups scheduled for any particular day.
How to add Follow-Up?
Basically, we can add follow up in 4 ways.
The first way to add follow-up - Lead's Profile
- 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 Followup" will open.
- Select the required Counselor's Name, Followup Date along with a Note, if any
NOTE: Counselor's Name and Note is optional and counselor's name can be used to add followup for other counselors also.
- After filling in the details, Click on the "Save" button .
The Second way to add follow-up - Lead's Profile
- 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 left hand side you can see a label "Follow up & Notes". (highlighted)
- Once you click on that, on the mid-right side a clock type icon named "Add Follow Up" will appear. (highlighted)
- Once you click on the "Add Follow Up" a similar kind of pop-box will appear, where you need to mention the Counselor's Name, Followup Date along with a Note, if any.
NOTE: Counselor's Name and Note is optional.
- After filling-in the details, Click on the "Save" button.
The Third way to add follow-up - Lead's Profile
- 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, Counselor's Name, Followup Date along with a Note, if any.
NOTE: Counselor's Name and Note is optional.
- After filling-in the details, Click on the "Save" button
The Fourth way to add follow-up - Lead Manager
- Navigate to Leads Manager > Manage Leads.
- Search for the lead you want to add Follow-Up for.
- Click on the gear against each applicant, 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, Counselor's Name, Followup Date along with a Note, if any.
NOTE: Counselor's Name and Note is optional.
- After filling-in 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.