Followup Missed by employee
Followup Missed by employee
This automation rule is designed to send a notification email to an employee if they have missed a scheduled follow-up activity with a lead. The purpose is to remind employees to promptly follow up with leads and ensure no missed opportunities.
This is an automated reminder regarding a missed follow-up activity with a lead. It appears that you did not complete the scheduled follow-up as per the CRM records. Please take immediate action to contact the lead and document the follow-up in the CRM system.
By implementing this rule, employees receive timely notifications about missed follow-up activities, enabling them to promptly address any overlooked engagements with leads. This helps maintain a proactive approach to lead management and ensures that no opportunities are missed due to a lack of follow-up.
Field Name |
Description |
|---|---|
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Rule Title *
|
This is the name of the rule that you can use to identify it. |
| Automation Group * |
This is the group of automation rules to which the No Stage Change After Some Day rule belongs. |
| Lead Activity |
This field specifies the type of lead activity that triggers the rule. |
| Description |
This field briefly describes the No Stage Change After Some Day rule. |
| Status |
This field indicates the current status of the rule, whether it is Active or Deactivate. By default, this Rule is active. |
| Summary |
When this field is turned on, a summary of missed follow-up activities will be included in the email sent to the employee. This summary provides an overview of all the missed follow-up activities, including lead names, dates, and any additional relevant details. In this rule, a summary will off |
| Lead Stage |
Here select the lead stage where you apply this lead |
| Till action not completed? | |
| Send To |
The recipients of the summary report email, typically include all employees, supervisors, and clients. This field specifies the recipient of the summary report email. |
| Communication Type |
Here you can select The type of communication used for missed follow-up activities, such as email, SMS, or Whatsapp. |
| Subject |
Enter the subject of the email in this field. Make sure it is descriptive and summarizes the content of the email. |
| Autoresponder |
If you have set up an autoresponder, you can select it here to automatically send a response to the recipient(s) after they receive the email |
| Message |
Enter the main body of the email in this field. You can format The text, add hyperlinks and attach files as needed. You can Also, use email templates if available. Once you have entered the content, review it for accuracy and clarity before sending the email |