When you assign a new lead to an agent, do you want to send a request to the agent every day for, say, 6 days asking if ‘live’ contact has been made? And, if live contact has been made, do you want ReloSpec to stop sending the ‘Follow-up’ requests?
Now you can! In the past you could always send an AutoPilot to the agent, but once contact with the client had been made you needed to cancel the AutoPilots yourself. With the new ‘Auto Follow Up’ form that is done for you automatically.
Create an Action Plan Item with the following settings:
- Activity: AutoPilot
- # of Days from today: 0
- Repeat?: YES
- Repeat in how many days?: 1 (sends the AutoPilot each day)
- Expires in how many days?: 6 (or however many days you want)
- Is a Response required?: YES
- Send to whom?: Assigned Agent
- Send which form?: Auto Follow Up
That’s it. ReloSpec will send the ‘Auto Follow Up’ form to the agent each day. The form asks if ‘live’ contact has been made. When the agent clicks the link in the email and answers YES on the form, the response will be inserted into your Responses page. When you ‘process’ the response ReloSpec will look to see if you have any other ‘Auto Follow Up’ forms scheduled for the agent. If so, ReloSpec will automatically cancel the remaining AutoPilots containing the Auto Follow Up form.
This is a great way to help ensure the agent is making the effort to contact the client within those first critical days.
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