The Leads tab in your Back At You Social is more than just a list—it’s your personal command center! Use it to keep a clear timeline of your outreach and ensure no lead falls through the cracks. 🕵️♂️
Keeping your records up-to-date is a breeze:
Go to Leads: Click the Leads tab on the left-hand menu. 📄
Select Your Lead: Find the person you've contacted and click Log Activity ✍️ on the right side of their name.
Quick Logs: Click one of the "One-Tap" buttons for instant tracking:
Called Lead 📞
Emailed Lead 📧
Texted Lead 💬
Add Specific Details: Need to remember a specific detail from your conversation? Type your notes in the "Add a Note" box and click Submit Note 🖋️.
While this tool is perfect for staying organized, it does not automatically dial, email, or text the lead for you. Think of it as your digital assistant—it's here to help you track your hard work, but you'll still use your own phone or email client to make the actual connection! 📱✨