How do I give users privilege to schedule a followup to contact?

Updated on August 14, 2017 07:14AM by Admin

There is a saying among the marketers and sales personnel "Fortune is in the Follow-up." Whether you have B2B clients or B2C customers you need to follow up regularly to

  • Build Relationships
  • Trust
  • Customize solutions for loyal clients and also the new ones.
  • Better your Sales Services

Also remember that follow-up calls are not always about sales pitch. You can also gauge their needs and requirements through regular conversation. This can make a difference in the long run.

Contacts App
allows you to provide access to the users who are reputed to schedule the followup to a contact. The users who have privilege for scheduling a follow up to a contact, can use “Schedule Follow Up” option found in overview page of a contact.

To Give User Permission to Schedule a Follow up

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    Contacts settings
  3. Click on “Actions” from "Security" drop down from left navigation panel.
  4. Locate the “Schedule Follow Up” option from “Object” section and click on privileges drop down.
    Create schedule followup privilege
  5. Click on "Create privilege" option found at the bottom of the privilege drop down.
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the “Schedule Follow Up” option.
    Create privilege
  7. Click on "Create" button.
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link: https://www.apptivo.com/answers/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
  10. Now, employee James William has the privilege to schedule the follow up to the contacts. In  James William  login, the “Schedule Follow Up” button will be visible as shown in the image below:
    Employee visibility