A virtual consultation lead says "let me think about it." What do I do in RootLogic?

Go to the contact's record in RootLogic and add a note in the Notes section. Write what was discussed, the doctor's recommendation, any objections they raised (cost, timing, wanting to research more), and your read on how serious they are. Do this right after the call while the details are fresh — this note is what the next person who touches this record will rely on.

The consult happened, so the card belongs in Consult Booked. Do not drag it back to Lead Received or Hot Lead — that would fire automation intended for new leads and corrupt the stage history. The card stays where it is; your follow-up task is what drives the next action.

In the contact record, click + Add Task and set a task called "Follow-up call — thinking it over" with a due date 3–5 business days out. Assign it to yourself or the appropriate team member. This is what guarantees someone actually calls back — don't rely on memory.

While the conversation is still warm, send a short message from the Conversations tab — something like "Great talking with you today. Let me know if you have any questions as you think it over — happy to help." Keep it low-pressure. This is a manual send, not automation.