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How do I filter my follow ups?

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Updated on January 6, 2016 12:01AM by Admin

Steps to filter my follow ups

  1. Log in to your account.
  2. Click on "My Follow Ups" from left navigation panel.
    follow ups icon
  3. You can view "My Follow Ups" dashboard as shown below:
    My follow ups dash board
  4. Click on “By Apps” option from left panel.
  5. Select App to view follow ups.
  6. For instance: Select Leads App from the drop down.
    Follow ups by leads app
  7. Now, you can view all leads follow ups as shown below:
    leads app's follow ups

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