AppWT CRM

Topic: Leads and follow-ups

Do Not Call and lead follow-ups

Mark leads Do Not Call, keep a blacklist, and use follow-up reminders for leads and candidates, so nobody is forgotten.

Video, 1 minute 2 seconds · 6 steps

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Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to mark a lead Do Not Call
  • How the blacklist works
  • How to add a follow-up reminder
  • How to use My follow-ups
  • How candidate follow-ups show in My work and My follow-ups

Step by step

  1. Step 1: Mark a lead Do Not Call

    On a lead page, find Do Not Call. Pick a reason and click Mark Do Not Call.

    The Do Not Call box on a made-up lead's page, with a reason menu and the Mark Do Not Call button.
    Step 1 screen, from the demo account.

  2. Step 2: What changes

    The phone and email turn into plain text, so nobody calls by mistake. Only an owner or office staff can lift it, with a reason.

    A made-up lead marked Do Not Call, with the phone and email shown as plain text and the reason it was marked.
    Step 2 screen, from the demo account.

  3. Step 3: The Do Not Call list

    Open Do Not Call list from the menu to add a phone number or email to the blacklist. Any lead that matches is blocked too.

    The Do Not Call list page with the Add to the blacklist form and two blacklisted entries.
    Step 3 screen, from the demo account.

  4. Step 4: Add a follow-up

    To plan a call back, add a follow-up on the lead. Pick the date and time, the channel, and the owner.

    The Follow-up reminders box on a made-up lead's page, with one overdue call and the Add a follow-up form.
    Step 4 screen, from the demo account.

  5. Step 5: My follow-ups

    Open My follow-ups to see what is overdue, due today, and coming up. Candidate follow-ups show here too. Click Mark done when you finish.

    The My follow-ups page with overdue lead follow-ups, Mark done buttons and the Candidate follow-ups list.
    Step 5 screen, from the demo account.

  6. Step 6: My work

    My work puts everything due in one list, including candidate follow-ups. Nothing here sends a message.

    The My work page with a Candidate follow-ups row in Where it comes from, and a made-up candidate follow-up in the list.
    Step 6 screen, from the demo account.

Transcript

In this lesson, you will mark leads Do Not Call and set follow-up reminders.

On a lead page, find Do Not Call. Pick a reason and click Mark Do Not Call.

The phone and email turn into plain text, so nobody calls by mistake. Only an owner or office staff can lift it, with a reason.

Open Do Not Call list from the menu to add a phone number or email to the blacklist. Any lead that matches is blocked too.

To plan a call back, add a follow-up on the lead. Pick the date and time, the channel, and the owner.

Open My follow-ups to see what is overdue, due today, and coming up. Candidate follow-ups show here too. Click Mark done when you finish.

My work puts everything due in one list, including candidate follow-ups. Nothing here sends a message.

Next, learn how to keep companies in one place.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.