Using Focus3

Inbound

An Inbound Action consists of a Call, Letter, Email, or Walk-In visit from a Contact to an Employee.
An Action Cycle Step may not trigger Inbound Actions. Users may only add Inbound Actions manually.
Selecting an Action Cycle when completing an Inbound Action automatically schedule the first Action Step of the Action Cycle.

Navigate to the desired Contact's Contact Summary page.
Select "Inbound" from the "Add New Action" drop-down menu in the Sales Path section.
Complete the fields as desired. See the Field Descriptions below for detailed field descriptions.
Click the "Save" button to display the Contact Summary page. The Inbound Action you added will display in the Sales Path section.

Inbound ID
- System-generated value.
- Unique Inbound Action identifier. (ex. 1234)
Inquiry Type
- Required drop-down value.
- Method the Contact used to inquire. (ex. Phone or Walk-In)
Campaign
- Required drop-down value.
- Marketing Campaign responsible for referring the Contact. (ex. Billboards)
Date
- Required date value.
- Date Inbound Action occurred. Defaults to the current date. (ex. 1/23/2006)
Status
- Required drop-down value.
- Inbound Action status options. Defaults to Completed. (ex. Completed or Cancelled)
New Lead Status
- Optional drop-down value.
- List of available Lead Status options. Selecting a value will update the Lead Status for the selected Contact. (ex. A)
Action Cycle
- Optional drop-down value.
- List of Action Cycle Aliases to select the appropriate follow-up Action when the Inbound Action is Completed. If you select an Action Cycle, the first Action Step in the Action Cycle will be automatically be scheduled for the Contact. If you do not select an Action Cycle, the Contact will remain on their existing Action Cycle. (ex. Post Tour - Interested)
Notes
- Optional text input area.
- Description of Inbound Action. (ex. John dropped by the office to take a look at floor plans.)