Customers app allows you to view all your follow-ups using the "To follow up" option. You can also view your "Employee follow up" and "Team follow up".
Steps to view customers Follow up
- Log in and access Customers App from your universal navigation menu bar.
- Click on the "Lists" dropdown and select “To Follow Up” from the left navigation panel.
- You can view the following:
My Follow-Ups
- You can view all your scheduled customer follow ups in this dashboard.
My Employees Follow-Ups
- You can view all your employee’s scheduled follow up for customers in this dashboard.Click on the "All" field to search follow-ups based on employees.
My Teams Follow up
- You can view all your team’s scheduled follow up for customers in this dashboard. Select any team to view follow up for customers.
Related Links