How do I View Follow-Ups Assigned to My Employees?

Follow Ups which are assigned to your employees would be found on "My Employee Follow Ups".

Steps to view employees Follow up

• Log in to your account. On the home page, click on "Follow Ups" from the left navigation panel.

• Click on the "Lists" dropdown and the menu will expand to show a list.

• My Follow Ups - Follow Ups assigned to you.
• My Employee Follow Ups - Follow ups assigned to your employees.
• Recently Completed Follow Ups - The follow ups which are completed recently.

• Select "My Employee Follow Ups" to view follow ups assigned to your employee.

How do I view Follow Ups for a particular employee?

• You can view a particular employee's follow-ups.
• If you want to view follow ups for a particular employee. Click on the “All” dropdown.
• You can view all your employees. Select an employee you would like to view.

Related Links

• Complete a Follow Up
• Setup Reminder for a Follow Up
• View Recently Completed Follow Ups