Setting a next contact date for a Lead

You can set a Next Contact Date for a lead in the Leads sub-module to plan follow-ups and stay organised during the conversion process.

Note: This feature does not send reminders to users or leads. It only records the selected follow-up date within the system for reference.

How to set the next contact date:

1. Navigate to the Leads module.
2. Select a lead from any tab except Deleted or Archived (follow-ups can not be set for leads in these statuses).
3. Click the Action button.
4. Select Set Next Contact from the dropdown menu.
5. In the Set Next Contact Date modal, choose the desired date and time.
6. Click Save to confirm.

The selected Next Contact Date will now be visible against the lead record.

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving, and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.