How can I keep track of activity/contact with my leads?
The Leads tab in your SocialBAY allows you to keep track of your leads' timelines. You can easily keep track of when you called, emailed, or texted your leads and leave notes as well. Here's how:
- Click the Leads tab on the left of your SocialBAY.
- Find the lead you'd like to notate and click Log Activity to its right.
- You can add a quick note by simply clicking Called Lead, Emailed Lead, Texted Lead.
- If you'd like to leave some more detail, just type notes in the blank space under "Add a Note" and click Submit Note.
- Forgot the recent history with any lead? Check the "Activity Feed" below the notes.
Remember that this doesn't actually call the lead, email them or or text them for you. This is simply a tracking tool for you to use.
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