Follow up is a process of monitoring the existing opportunities in a future date. Follow-up schedules need to be maintained in order to keep track of potential opportunities.
Let’s go through the following steps.
Steps to Create Follow Up
- Log in and access Opportunities App from your universal navigation menu bar.
- Select an existing opportunity that needs to schedule follow up.
- Click on the “Schedule follow up” button from the Overview page.
- On the Create follow up popup specify;
- Follow up Date - Date to be followed.
- Reminder Time-Reminder
- Description - Follow up description.
- You can view scheduled follow-up opportunities in the “To follow up” menu from the left navigation panel.
How do I Complete follow up?
- Select the opportunity from the “To follow up” menu.
- Click on the “Tick mark” next to follow the update as shown. The opportunity to follow up will be marked as completed.
- You can view the created follow-up in the calendar view by clicking on the Follow-ups tab.
Follow-ups shown in calendar views
Follow-ups schedules are necessary to avoid missing prospective business deals. It’s essential for your businesses to maintain all the list of follow-ups in one place. It would be quite difficult to view your leads/opportunities to follow-ups separately under each of its apps. But now you can view all your scheduled follow-ups of leads/opportunities together in a calendar view. So, view this calendar scheduled follow-ups in your Apptivo’s home dashboard itself.
Note: To know how to schedule follow-ups with calendar views in-home dashboard click here.
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