How do I view my subordinates follow ups in list view?

Updated on November 21, 2016 01:07AM by Admin

The list view allows you to view your subordinates follow ups using filter option,  which are automatically sorted by the follow up status like today’s follow-ups, overdue follow-ups, recently completed follow-ups and upcoming follow-ups. Click on "List View" icon at the top of the screen, to view your subordinates follow ups in list format.
list view

Steps to view subordinates follow ups in list view

  1. Log in to your account.
  2. Click on “My Follow Ups” from left navigation panel.
    my-followups
  3. If you are a free user, You can view a pop up which says you need to upgrade your plan to subscribe this feature.
    pop-up
  4. You can view all your subordinates follow ups using filter option as shown in the image below:
    my-employees-followups

Other options available in the List view

  • Complete: This link allows you to complete the follow up, at once you’ve clicked the complete link you will be asked to provide the “Completion Note” with the label (Enter the label separated by comma).
    complete
  • Reschedule: You can reschedule the follow up, click the "Reschedule" option, reschedule follow up pop up appears, and you can reset the date and the description of the follow-up.
    reschedule
  • Add Note: You can add notes for the created follow up.
    add-note

My Follow Ups schedules will list all the follow-up related to OpportunitiesLeadsCustomers and Contacts App.

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