Schedule (a lead)

What does "In exactly" in the follow-up options mean?

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated over a week ago

Scheduling means to set a follow-up time for a lead, that sends out a notification and becomes "due" when the time is up.

Schedule a lead by selecting "in exactly" in the follow-up type drop-down when setting a follow up time.

Scheduling leads is a good way to make sure that you call back exactly at the time of the follow-up, for example if you have agreed with a lead on a specific time to call back.

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