Curious what happens to Leads after you book an appointment? Learn about Callbacks below.
A Callback is an appointment to speak with a Lead at a specific date and time.
You can view Callbacks using the following methods:
Hover your cursor over the Callback Notification to see the next 5 upcoming Callbacks, including any that are overdue.
The Appointment Calendar displays all of your upcoming Callbacks.
On the Dashboard, go to My Account and click My Appointments to view the Calendar.
Callbacks will appear as blocks on the Calendar.
You can use the navigation tools at the top of the Calendar to select week, day or month view.
When you take ownership of a Lead Profile, it will appear in your My Files Folder, or in another Folder within My Files.
Quick Tip: If you'd like to organize your Callbacks, you can create additional Folders and then disposition Leads directly to those Folders.
Note: The "Folder tools" Permission is required to view and manage Callbacks in Folders.
Below is an example of how Callbacks will appear in your My Files Folder.
Watch the video below to see an overview of functionality available for Callbacks.