Following up on phone calls and web meetings with an email keeps the conversation fresh and open with your prospects. This assist:
Reminds you that you had a call or meeting with someone, and when it was
Includes their company name
Includes any action items that were discussed during the call
From here, you can review the call/meeting details or write an email to the people who were on the call. The email includes suggested follow up text and a link to the call that expires in 5 days.
There are two versions of this assist, one for recorded calls and one for non-recorded meetings. Email follow-up templates for recorded calls will include a link to the call itself, while templates for non-recorded meetings will not.