How do I view To Follow Up Cases?

First, you need to configure “Views” settings in order to enable the To Follow Up in Cases app home dashboard.

Steps to View Follow Up Cases

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

• You can view the following list of options:

My Follow-ups

• You can view all your scheduled follow up cases in this dashboard. Click on the “More Details” icon to overview case information.

My Employees Follow-ups

• You can view all your employees scheduled follow up cases in this dashboard. Click on the “Filter” field to search follow-ups based on employees. Click on the “More Details” icon to overview case information.

My Teams Follow-ups

• You can view all your teams scheduled follow up cases in this dashboard. Select any team to view cases to be followed up. Click on the “More Details” icon to overview case information.

How do I Schedule Follow Up for Cases in CRM?

Cases App allows you to schedule follow up of all your cases for your future reference with the date and description of the follow-up session. You can make use of this option using Cases App → Case → Schedule Follow Up.

Related Links

• View customers by territory
• Find views shared by others
• View all customers