How do I find Distributors that requires a follow-up?

Updated on June 6, 2020 06:17AM by Admin

The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor.

Steps to view Distributors Follow up

  • Log in and access Distributors App from your universal navigation menu bar.
  • Click on “To Follow Up” from the left navigation panel.
Home Page

  • You can view the following:
    • My Follow ups – It shows all your scheduled follow-ups.
My Follow Up

    • My Employees Follow ups – It shows all follow-ups scheduled to your employees. You can also “Filter” employees to view the scheduled follow-ups.
Employee Follow Ups

    • My Teams Follow ups – It shows all follow-ups scheduled to your team.
Team Follow Up

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