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.
- 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.
- The Follow up will get created and added to the respective date on the Calendar.
- 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.
- You can also view the Created Follow up on the Distributor overview page also.
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