How to Add Note for ISA
Updated
Why the need to add a note for ISA?
Adding a note for ISA is critical for the following reasons:
- You want us to "Re-Engage" a lead. This is helpful when your ISA qualifies a lead or set an appointment for a lead but they were a no show or were not able to make contact. Re-engaging a lead is simply removing the lead from the ISA pipeline and back to the ISA Pipeline. The lead is assigned a follow up but it's important you leave a note for the ISA so they know how and when to follow up most appropriately.
- We haven't qualified a lead and your ISA still has follow ups. But maybe the lead reponded to a lead alert, or action based message and you want the ISA to know for when they reach out next.
