Follow-Ups: Add, Edit, and Remove

Compulead+ powered by atEvent allows event reps to assign next steps based on their conversation with Follow-Ups. Reps may also add free-form notes to the lead record.

If an integration with your MA/CRM has been set up, Follow-Up actions can be utilized to trigger workflows for quick and easy communication during or directly after an event.  Even if you do not utilize our MA or CRM integration, being able to see what follow up actions are needed per attendee will assist in follow assignment after the event. Compulead+ powered by atEvent has our most used Follow-Up readily available but you may edit, delete, or add your own.

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Topics: Add, Edit, and Remove

Add Custom Follow-Ups

  1. Select “Add Custom Follow-Up”
1. Follow-Ups-Mac.fw
2. Add the following information:
   a. Field Name: In this example we have entered “Region”
   b. Make this a required field: By checking this box your reps will need to answer this                 question before moving forward with other qualifiers. We have left this unchecked
   c. Field Type: From the dropdown menu the options are: 
      - Single-select (radio)
      - Multi-select (checkboxes)
      - Multi-line (text)to accept this

In this example we have chosen “Single-select (radio)”                                                                d. Option 1*: In this example we have entered “East”                                                            e. Option 2*: In this example we have entered “Central”                                                        f. +Add Another Option: Click “+Add Another Option” and a new option field will appear.  In this example we have entered “West”                                                                                    g. Click the “Save” button  Follow-Up

2. Set Follow-Up-Mac.fw

Tip: Required fields are great but only require them if they are absolutely necessary as it may cause friction at the event when scanning quickly

3. Edit or Delete Follow-Ups                                                                                                     a. To edit an existing Follow-Up click on the edit icon 3._Edit_Icon next to it. You will arrive at the                 same screen in Step 2 where you can make edits to the existing Follow-Up.

Note:  You will not be able to edit the field name only the options. If you need to change the field name, you will need to create a new custom Follow-Up and then delete the previous one.

   b. To delete an existing Follow-Up click on the delete icon 3._Delete_Icon next to the Follow-Up.You will           be prompted to confirm removal of the Follow-Up

   c. Click the “Save” button when finished (same as Step 2f)

3. Edit Follow-Up-Mac.fw

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