> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.xap.rocks/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Lead CRM - Next Contact Dates

# Lead CRM - Next Contact Dates

This article will assist you with managing Leads, Waitlists and Pending Enrolments by **Next Action Dates**.

### Overview

The Leads and Waitlist screen allows you to manage new Enquiries, Waitlist applications and Completed Enrolment Statuses.

The **Next Action Date** can be added and filtered on via:

* Leads/Enquiries Screen
* Waiting List Screen
* Pending Enrolments Screen

### Adding a next Contact Date - Leads Screen Individual Enquiry

A **Next Contact Date** can be added to an individual Enquiry by:

1. Select the **Waitlist & Tours** Screen
2. Select the **Leads** screen
3. Select the **3dot** menu for the Lead/Enquiry, you would like to manage
4. Select **Set next contact date** from the drop-down menu
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_x49uzc.png)

5. Set the required **Next Contact Date**
6. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1ao91hy.png)

The **Next Contact Date** will display on the enquiry.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1si86e0.png)

### Adding a next Contact Date - Leads Screen Bulk Contact Date

A **Next Contact Date** can be added to more than one Enquiry via the Leads screen by:

1. Select the required **Leads/Enquiries**
2. Select **Bulk Action**
3. Select **Set Next Contact Date** from the drop-down menu

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_j02qwi.png)

4. Set the required **next action date** for the selected enquiries
5. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_ugsmak.png)

### Filtering Next Contact Dates via the Leads Screen

To filter on Next Contact Dates:
1. Select the **Filter** icon

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_8ude4w.png)

2. **Next Contact Date From** - Select the required Contact start date
3. **Next Contact Date To** - Select the required Contact date up until
4. Select **Update Search**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_u15vl6.png)

### Adding a next Contact Date -Waiting List Screen Individual Enquiry

| Note: Next Contact Dates will carry across from Leads to Waiting Lists to Pending Enrolments, however they can also be updated on the individual screens as the enquiry progresses.

Similar to the Leads screen, next contact dates can also be applied via the Waitlist Screen.

Within the  Waitlist & Tours Screen:

1. Select the **Waiting List** screen
2. Select the **3 dot** menu for the Lead/Enquiry, you would like to manage
3. Select **Set next contact date** from the drop-down menu

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_6dvarm.png)

4. Set the required **Next Contact Date**
5. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_p049kj.png)
The **Next Contact Date** will display.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_clcmmp.png)

### Adding a next Contact Date - Waiting List Screen Bulk Contact Date

A **Next Contact Date** can be added to more than one Enquiry via the Leads screen by:

1. Select the required **Waitlists**
2. Select **Bulk Action**
3. Select **Set Next Contact Date** from the drop-down menu

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1r03t5i.png)

4. Set the required **next contact date** for the selected enquiries
5. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1idxhyu.png)

### Filtering Next Contact Dates via the Waiting Lists Screen

To filter on Next Contact Dates:

1. Select the **Filter** icon

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_12x089a.png)

2. **Next Contact Date From** - Select the required Contact start date
3. **Next Contact Date To** - Select the required Contact date up until
4. Select **Update Search**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_lp63sj.png)

### Adding a next Contact Date - Pending Enrolments Screen Individual Enquiry

| Note: Next Contact Dates will carry across from Leads to Waitlist to Pending Enrolments, however they can also be updated on the individual screens as the enquiry progresses.

Similar to the Leads & Waiting List screens, a next contact dates can also be applied via the Pending Enrolments screen.

Within the Waitlist & Tours Screen:

1. Select the **Pending Enrolments** screen
2. Select the **3 dot** menu for the Lead/Enquiry, you would like to manage
3. Select **Set next contact date** from the drop-down menu


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_4w5s03.png)

4. Set the required **Next Contact Date**
5. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_t6t3o5.png)

The **Next Contact Date** will display.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_oy9zoy.png)


### Filtering Next Contact Dates via the Pending Enrolments Screen

To filter on Next Contact Dates:

1. Select the **Filter** icon

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_oq5jtg.png)

2. **Next Contact Date From** - Select the required Contact start date
3. **Next Contact Date To** - Select the required Contact date up until
4. Select **Update Search**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_10fxtj8.png)

|| To assist you further with managing Leads and Waitlist see: [Help Page - Lead CRM & Managing Waiting Lists](https://help.xap.rocks/en/article/help-page-lead-crm-managing-waitlists-guides-videos-xwnexf/)