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How do I find Distributors that requires a follow-up?
Updated on September 23, 2024 12:42AM by Admin
The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor.
Steps to view Distributors Follow up
- Log in and access Distributors App from your universal navigation menu bar.
- Click on “To Follow Up” from the left navigation panel.
- You can view the following:
- My Follow ups – It shows all your scheduled follow-ups.
- My Employees Follow ups – It shows all follow-ups scheduled to your employees. You can also “Filter” employees to view the scheduled follow-ups.
- My Teams Follow ups – It shows all follow-ups scheduled to your team.
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