We’re pleased to announce that we’ve added new settings to Privyr to help you automatically set & update a client’s follow-up date whenever you contact them through Privyr. 🥳
If you’re like many star sales reps, you know that leads hardly ever convert after the first or even second outreach. It takes many follow-ups to turn a lead into a sale.
But consider what happens after you follow up with that lead. You still had to remember to manually update and reschedule your follow up reminders to set up that next touchpoint. This gets super tedious – especially if you work with a lot of prospects!
That’s where this Privyr update helps you. Now, Privyr can automatically reschedule your next follow-up reminder for a lead right after you’ve contacted them. How convenient is that?
Ready to automatically set & update follow-ups with Privyr? Here’s how to get started 💥
You can easily set your follow-up preferences via the Privyr mobile app or web version. Just go to your Account tab > Settings > Follow Ups and set your preferences. It takes less than 20 seconds. 😃
Hot Tip 🔥: We recommend setting your follow-ups to automatically update whenever you contact a client, as long as their existing follow-up isn’t scheduled for the future. Just follow the screenshot above!
This way, you will always have your next follow-up reminder scheduled. Plus, you can stay on top of your prospect outreach. And finally, you won’t lose track of your leads until you decide to remove their follow-up. 😉
For more information on how to automatically set and update follow-ups with Privyr, visit our help guide. You can also watch our video below!
We hope this update helps you spend less time thinking about scheduling your next follow-up. That way, you can concentrate on successfully engaging your prospects.
For more about how you can engage your leads throughout your sales process, check out our Default Intro Message feature, which helps you respond to your leads 10x faster.
