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Following up with people who called or emailed

Not every lead comes from Instagram. Here's how calls, emails and website inquiries get followed up.

Leads don't need an Instagram handle. A name and a phone number or email is enough.

  1. Add them with the Add button (or press N) → Lead. Pick where they found you under Found us via.
  2. On their page, set Follow up on to the day you'll get back to them.
  3. That day they show in Inbox → Follow-ups under Calls, emails & website, with their number and email one tap away.
  4. After you reach them, log it (Log outreach) and set the next date, or mark them done.

Website inquiries do this by themselves: a sign-up with a message gets a follow-up date for the next day.

Still stuck? Write to hello@crustomer.us and a person answers.

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