When a Lead Status or Follow Up date is changed, you have the ability to confirm changes made by sending an automatic update to the Lead, Referrer & Assigned BDM via email or SMS.
1. Update the lead Status by selecting the Pencil Icon to open the Update Lead Status drawer.
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2. Select the desired status from the Status drop down.
Note: You can resend the existing status notification by clicking on Resend.
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3. Enter your required Follow Up Date or tick No Follow Up.
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4. Review and complete any further fields that are status-dependent. Click on Next.
Note: The available fields change based on the Status selected from the drop down. E.g. Campaign Trigger, Management Details.
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5. Select the communications you wish to send to the Lead Contacts and BDM then click on Review.
Alternatively, Select Don’t send any messages, then click on Update Status.
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6. If communications are being sent, the Send Message drawer will display the selected communication types. Review each templated message, adjust if required and click Update & Send.
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7. A green confirmation message will display. Click on Close.
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