1,075
Hello Community Experts,
Suppose i have sent a mail, and i got no response from that lead, i would like to follow up
How do i do that?
I mean if i send a mail and i have got no response, i would like to automatically be reminded that a particular lead has not followed up yet.
Kindly guide,
Best regards,
Sumaira Noor
Hi Sumaira,
I would recommend you enable email engagement.
Please refer this document on how to configure and enable email engagement: https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-email-engagement
And this document on how to use email engagement: https://docs.microsoft.com/en-us/dynamics365/ai/sales/email-engagement
4. Follow-up reminder controls: Here you can view and set a follow-up reminder, which might display an alert if the message remains unopened for three days.
Detailed steps about this feature: https://docs.microsoft.com/en-us/dynamics365/ai/sales/email-engagement#set-a-message-follow-up-reminder
Hello,
I believe that you will have to create some kind of automation. For example:
1. Add a follow up date to lead.
2. On send of email - populate that date with your expected follow up date.
3. Start the workflow or flow that will wait till follow up date and send you a reminder to do the follow up.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
