How do I Create Follow Up in Mobile CRM App?

Updated on November 9, 2016 09:47PM by Admin

You have the option of creating a follow up within the mobile app in two ways:

  • Create a follow up from activities.
  • Create a follow up from the specific CRM app.

Create a Follow Up from Activities

  1. Log in to mobile CRM.
  2. Click on “My Follow Ups” from “Activities” section. 
     my follow ups
  3. You can view all upcoming follow ups created for all apps

Create a Follow Up from a Specific CRM App

  1. Log in to mobile CRM.
  2. Click on “CRM”, it drops down a set of CRM apps such as Leads, Contacts, Customers and Opportunities.
    crm customers app page 
  3. Choose “Customers” from the list. 
  4. You can view Customers App page. 
  5. Create a new customer or select an existing customer. 
     
  6. Navigate to the right menu 
  7. Click on “Follow Ups”.
    my follow up

Similarly, you can create follow ups in other CRM apps.

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