How do I schedule follow up for distributors?

Updated on June 25, 2020 07:17AM by Admin

Follow up is a process of monitoring the existing distributors in a future period. Follow up schedule needs to be maintained in order to avoid missing potential business.

Steps to Schedule Follow-up in Distributors

  • Log in and access Distributors App from your universal navigation menu bar.
  • Select a distributor by clicking on More details icon.

  • In the Distributors overview page, click on the Follow-Ups’ tab.
Follow up tab

  • From the Follow-up tab, click on the Create button.

  • The Create Follow-up side panel will get open.
  • Add the Follow-up Date, Reminder Date, and the Description of the follow-up.
  • Then, click on the create button.
Side panel

  • The Follow up will get created and added to the respective date on the Calendar.
Follow up created

  • All the scheduled follow-up will be shown under the To follow up view in the left panel.
  • Click on the To Follow Up and select the My Follow ups view.
  • You can view all the list of Follow-ups.
My Follow ups

  • You can also view the Created Follow up on the Distributor overview page also.

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