How do I View "To Follow Up" Customers?

Updated on December 29, 2020 01:56AM by Admin

Customers app allows you to view all your follow-ups using the "To follow up" option. You can also view your "Employee follow up" and "Team follow up".

Steps to view customers Follow up

  • Log in and access Customers App from your universal navigation menu bar.
  • Click on the "Lists" dropdown and select “To Follow Up” from the left navigation panel.
Customers

  • You can view the following:

My Follow-Ups

  • You can view all your scheduled customer follow ups in this dashboard.
My Follow ups

My Employees Follow-Ups

  • You can view all your employee’s scheduled follow up for customers in this dashboard.Click on the "All" field to search follow-ups based on employees.
My employees Follow ups

My Teams Follow up

  • You can view all your team’s scheduled follow up for customers in this dashboard. Select any team to view follow up for customers.
My Teams Follow ups

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