- In-Depth Follow-up: Detailed, Organized, Efficient
- Step 1. Select CRM In the top RIGHT
- Step 2. Select Leads in the top LEFT
- Step 3. Apply Filters
- Step 4. Click on the name of a lead and gather information before the call
- Step 5. Call – Phone number can be found in the Basic Section
- Step 6. Make A Note and Save it – Found in Notes Section
- Step 7. Select Back to List in the top LEFT
- Step 8. Make a Status
- Step 9. Continue Down Your Leads List!
- Rapid Follow-up: Quick, Easy, Simple
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts. It is important to note that those attempts do not have to be different recipients. For example, if a lead that has been emailed is nonresponsive a marketer should make a different point of contact such as calling. When using the Larkspur Executive automated email marketing tool, it is imperative to follow up to maximize the full potential of the tool. There are two ways to follow up in the tool.
Step 1. Select CRM In the top RIGHT
Rapid Follow-up: Quick, Easy, Simple