Post

2 followers Follow
0
Avatar

How do I set a reminder to call a lead?

Frank Hagan

What can I set up in ONTRAPORT to remind my assistant to call my new leads? How can I make sure she has called them?

Answered

Please to leave a comment.

1 comment

0
Avatar

You can set up a task to be emailed directly to your assistant's inbox, and an associated form to fill out to let you know the call happened and what the outcome was.

Check out this article for step-by-step instructions: http://support.ontraport.com/entries/...

Alejandra Ortega 0 votes
Comment actions Permalink