Followups

Streamline lead communication with our follow-up feature. Easily schedule, track, and complete tasks, ensuring no opportunity is missed. Boost productivity and accountability for better business outcomes.

Adding a New Follow-Up

1. Navigate to the lead file and click the follow-ups icon.

2. Click on the icon and select +Add New to create a new follow-up.

3. In the follow-up prompt, fill in the following details:

   • Type: Select the type of follow-up (e.g., call, email, internal).

   • Outcome: Specify the outcome of the follow-up (e.g.,Interested, left message).

   • Subject: Enter a brief subject line for the follow-up.

   • Lead: Associate the follow-up with a specific lead from the list.

   • Description: Provide additional details or context for the follow-up.

   • Assigned to: Assign the follow-up to a team member responsible for its completion.

   • Collaborators: Add any additional team members who should be informed or involved in the follow-up.

   • Due Date: Set a due date for the follow-up task.

4. Once all details are entered, click the Save button to save the follow-up.

Managing Follow-Ups

Edit:

1. To edit a follow-up, click the button.

2. It will prompt to a Save Followup window. Make the necessary updates.

3. Click Save button.

Delete:

1. To delete a follow-up, click the button.

2. A confirmation message will appear to ensure deletion. Select Yes to proceed with deleting the follow-up.

Mark as Complete:

1. Select the icon.

2. This action will trigger a window asking, "Do you want to mark this file as complete?"

3. Press the Confirm button to mark the follow-up as completed.

4. Upon confirmation, the follow-up status will transition to Completed.