How to start a Follow-Up sequence

If you’re looking for a way to boost your company’s sales, utilizing follow-up sequences can be a game-changer. By consistently following up with leads over time, you can increase your chances of closing more deals and improving your overall sales performance.

In this article, we’ll explore how follow-up sequences can help you achieve better results, and provide practical tips for implementing them effectively. With the right approach, you can use follow-up sequences to build stronger relationships with your leads and ultimately drive more revenue for your business.

” Follow- up is the key to more successful deals and Forefront allows you to use and create your own Follow-up sequences.

To learn more about How to start a Follow up sequence, check the video below!

Starting a follow-up sequence on a lead is easy! Here are the steps.

(Note: You must have a Follow up sequence set up in order to use this feature)

Step 1 – Click Follow up

Start a Follow-up sequence for a Lead by opening it in the CRM and locating the Follow-up section on the right-hand side of the screen.

Step 2 – Modify details

Modify and add details by clicking “Put in Follow up” and accessing the corresponding screen.

  • Contact – Contact that will receive the sequence messages
  • Follow up template – Where you can select the sequence you want to run for that specific Lead
  • From Name – The name that will appear for Email and Texts
  • From Number – The number that will be used with in your Callrail for Text Messages.

Step 3 – Click Create

Easily add Leads to Follow-up Sequences by clicking “Create” when you’re done editing.

(Important: You can only use sequences on contacts listed as “Primary”.)

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!