The follow-up option allows you to schedule & send the follow-up reminder as e-mails & text messages (If Twilio enabled).
The initial follow-up information is collected when a lead is added.
To Add the many more follow-up reminders to your lead click on the following option from the leads tables.
In the follow-up pop-up that appears you can set n number of follow-up reminders to your leads.
1. The first follow-up added during the lead creation can not be edited.
2. The follow-up date can only be a date before the desired move-in date.
3. The most recent follow-up will be displayed in the lead table.
An email will be triggered to the tenant on the particular scheduled follow-up date.