Schedule a Close Lost Lead Follow Up

Schedule a Close Lost Lead Follow Up

1. When setting a Lead to Close Lost, there is an option to schedule a follow up event.
   
2. Populate 'Reason' and date for follow up and click OK.  The lead will close and you are returned to the Lead Dashboard.
   
3. ​As with Post Sale Follow Up the Lead is closed so the dealer will have to be specifically searching the Closed leads to see that the Lead needs action.