How do I View "To Follow Up" Customers?

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

• View follow up customers

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• Create my views