Prospect Management
Bulk Email & SMS
Last Updated: February 25, 2026Ynot’s bulk communication feature sends up to 1000 emails and sms at a time. Step 1. From the table view on the Leads page, click the check box on the left side of the page to choose the prospect(s) you’d like to send a message to. Click on the top box to select ALL prospects...
Emails – Outbound/Inbound
Last Updated: February 25, 2026Your prospects can be reached multiple ways using the different tools available in Ynot. Send Emails Select and send email templates created by your company. These templates allow you to quickly communicate with a prospect and move to the next person in your queue. There are “Variables” throughout the email which changes based on the...
What is digital Speed-to-Dial?
Last Updated: February 25, 2026Reach new prospects quickly and easily with our automated dialing feature
Text – Outbound/Inbound
Last Updated: February 25, 20262-way SMS messaging You’re able to communicate with prospects by SMS directly from your Ynot account. This 2-way messaging feature allows responses to be sent and received in one place. Templates and custom messages are both available and should be utilized based on the stage or the current dialogue with the prospect. SMS can be...
Adding prospects to your Build-up
Last Updated: February 25, 2026Track the number of students for your upcoming Start
Closing Appointments
Last Updated: February 25, 2026Close out scheduled Appointments from the Ynot calendar
Schedule calls and set appointments
Last Updated: February 25, 2026The follow-up process tends to be where most opportunities are lost in sales. Ynot allows you to add Appointment reminders on the Calendar located in your account. A Call back option is also available to remind users when to follow up with their prospects. Appointments A separate Calendar feature is available to remind you of...
Contacting prospects using Call, SMS and Email options
Last Updated: February 25, 2026Learn how to make individual contacts from a lead record