How Do I Follow-up with a Lead?

You can quickly and easily send a thank you email and recommended content piece when capturing a new lead on the platform. Allowing you to instantly engage with prospects in real-time, building a relationship, and never missing an opportunity. 

Follow-up One of Three Ways:

1. Review Lead Follow-up options
2. Send a direct email from your Leads Recommended
3. Send a direct email from your Contacts Engagement & Activity

Option 1: 

1. Click on Leads

2. Click the lead who you want to send a follow-up to

3. Click on the Follow Up button

4. Select the communication you want to send to your new lead

5. Select an article to go with your message

6. Select a greeting to accompany your email

7. Once you are ready click Send
___________________________________________________________________________________

Option 2: 

1. Click on Leads

2. Click the lead you want to send a follow-up to

3. Click on the Follow Up button

4. Select the communication you want to send to your new lead

5. Select an article to go with your message

6. Select a greeting to accompany your email

7. Once you are ready click Send
___________________________________________________________________________________

Option 3: 

1. Click on Contacts

2. Then click Engagement & Activity

3. From the contact list drop-down select Leads

4. Click on the name of the lead you would like to follow-up with

5. Click Recommended 

6. Hover over the photo of one of the four recommended content pieces and click the envelope icon

7. Choose between one of the pre-written templates or write your own subject line and message.