How do I Schedule Follow Up for Leads in CRM?

Updated on December 18, 2020 11:55PM by Admin

Apptivo Leads App allows the user to schedule follow-up and the following are the steps. Let’s take a quick look at it.

Steps to Schedule Follow-up in Leads

  • Log in and access Leads App from your universal navigation menu bar.
  • Create a new lead or select an existing lead.
  • Select a lead you would like to view, click on the "More Details (...)" icon.

  • Click on the “Schedule follow up” button.

  • Provide the date and description for scheduling follow-up and click on the “Create” button.
Schedule Follow ups

  • You can view the scheduled follow up of the leads as shown.

  • You can view the created follow-ups in a 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 home dashboard itself.

Note: To know how to schedule follow-ups with calendar views in-home dashboard click here.

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