Follow-up Setting

Follow-up Setting

Follow-up setting refers to the process of scheduling and managing follow-up activities with leads or customers in the customer relationship management system. It involves setting reminders and notifications for sales representatives or customer service agents to follow up with leads or customers at specific times and dates.

Under follow-up setting you can only find the Follow-up reminder set-up.

You can start adding a new reminder here by clicking the Add reminder button.  

And once done you can click Save.