Sales Follow-up

Follow-up

The "follow-up" feature refers to the process of tracking and managing interactions with customers or leads. It helps ensure that all customer inquiries, requests, or opportunities are addressed promptly and effectively. 

The follow-up feature allows users to create tasks or reminders for specific actions or activities related to a customer or lead. These tasks can include making a phone call, sending an email, scheduling a meeting, or any other action that requires attention. CRM systems keep a record of all interactions and engagements with customers, including past communications, purchases, support tickets, and other relevant activities. The follow-up feature enables users to review this history to gain context before engaging with the customer, ensuring a personalized and informed conversation. 

CRM systems can generate automated notifications or alerts to remind users about upcoming or overdue follow-up activities. These reminders help prevent missed opportunities and ensure timely responses to customer inquiries or requests.

Advanced CRM platforms may offer workflow automation capabilities, where predefined sequences of follow-up actions can be triggered based on specific events or conditions. 

CRM systems often facilitate collaboration among team members by allowing them to share customer information, notes, and tasks related to follow-up activities. This ensures that multiple employees can coordinate their efforts and provide consistent and efficient customer service.

Overall, the follow-up feature in CRM is designed to streamline and enhance customer interactions, improve response times, and foster stronger relationships by ensuring that no customer inquiry or opportunity falls through the cracks.  

Now to get started, you need to go to Sales and choose Follow-up from the drop-down.

Now after opening you will see the list of the follow-ups you have made here but if you're new using the app it should be empty just like the photo shown below.

Now to start creating a new follow-up you can click  to get started. Now on the next page you will be needed to enter the data needed to continue. First, you need to associate your follow-up by clicking 

You can start associating your follow-up to a Contact, Account, or Deal. Once you're done adding the association of the follow-up to the mentioned fields you can now click save and proceed with 

Now that your Follow-up has been added. You can now have the option to click to update your Follow-up request.

You can now change the status of the Follow-up, change the follow-up date and time, and edit out the description if needed. Once done, you can now click Update to continue. 

You will also have the option to look for a specific follow-up by choosing which user you wanted to use. You can click if you wanted to search for something specific. The refresh button to refresh the page. 

You can also save the filter by clicking and on this page you can save a new view or filter which can be applicable when you open the Follow-up tab again. You can click Save as New View.

And you will have the option to name the new tab where you can also set the provacy to Public, Private, and by Team only.

Once you have created the new view you can now see that it has been added here on the tabs.