AutoPlayAuto.com has a built in Calendar to schedule follow up with your Leads. To find out more about creating calendar events watch the short video below.
You can also read more about Calendar Events by browsing the Support articles linked below.
If you are unable to make contact with your customer you will need to reschedule your calendar event. There are several ways to achieve this. 1. Change the time on your existing Calendar Event The quickest and easiest approach is the simply change ...
AutoPlayAuto.com features a built in calendar that allows salespeople to schedule follow up events on their leads. There are several ways to schedule follow up on your leads. 1. Scheduling Follow Up From The Dashboard You can schedule follow up ...
When you 'Complete' a Calendar Event, or mark it as a 'No Show' it is recommended that you create a new Calendar Event rather than rescheduling an existing event. This will ensure that every action is tracked, and all follow up activity is visible ...
When setting a Lead to Close Lost, there is an option to schedule a follow up event. Populate 'Reason' and date for follow up and click OK. The lead will close and you are returned to the Lead Dashboard. As with Post Sale Follow Up the Lead is ...
To view your Calendar Events you can open the 'Next Action(s)' and 'Previous Events' on your Lead. If you have multiple Calendar Events you can click on the green 'SHOW MORE' button to view all the events in each section. You can hide these again ...