How do I schedule follow up for distributors?

Updated on July 18, 2017 12:07AM by Admin

Follow up is a process of monitoring the existing distributors in a future period. Follow up schedule needs to be maintained in order to avoid missing potential business

Steps to Schedule Follow-up in Distributors

  1. Log in and access Distributors App from your universal navigation menu bar.
  2. Click on “By Directory” and select “All” from the left navigation panel. 
    by directory
  3. Select a distributor by clicking on More details icon.
    more details 
  4. In Distributors overview page, click on “Schedule Follow Up” button.

    schedule follow up 
  5. You can view "Create Follow Up" pop-up page, as shown in the image below.
    • Follow up Date
    • Reminder date
    • Description

      create pop up
  6. Click on “Create” button to complete.
  7. All the scheduled follow-up leads will be shown under “To follow up” view in the left side navigation of the distributor's dashboard.

    to follow up
  8. Now, select the distributor from the “My follow up” view.

Click on the name, overview page gets displayed. Once you click the “check mark” next to follow up date, the distributor will be marked as completed and moves out of the “To follow up” view.

follow up description 

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