Follow-Ups: Never Forget to Call a Customer Back

Most sales are lost because nobody followed up. The Follow Up page is your reminder list, so every promised call-back happens on time.

Read the Follow Up page

• Previous: follow-ups that were due earlier.
• Today: what you must do now.
• Upcoming: what is planned for later days.
• List or Calendar: choose the view you like.

Filter the list

Use From and To dates, Assign To, Follow-Up Type and Notify Type to see only what you need. Click Reset to clear the filters.

Create a follow-up

1. Click Create Follow-Up.
2. Write the follow-up message, for example "Call about the sample and confirm the quantity".
3. Pick the date and time.
4. Tick Repeat if this reminder should come back regularly.
5. Choose the Follow-Up Type if you use types.
6. Keep Send Notification switched on if you want an alert. You can notify in the app or on WhatsApp.
7. Click Save.

Tip: Write follow-up notes so that anyone in your team can understand them. Then a colleague can pick it up if you are away.