After completing a Task, you can create a related follow-up to keep the momentum going in your Sales process.
How to create a Follow-up Task
Click Sales & CRM → Tasks:
You can then create a follow-up for the items in your list.
How to create a follow up for:
Phone call
Click on a completed phone call in your list.
Click whether you reached or didn't reach the contact, or want to postpone the phone call. Depending on what you click, you'll see different options for following up:
To-do
Click on a completed To-do in your list. You'll then see four Follow-up options:
You can then add notes and details such as due date and what the follow-up relates to.
Appointment
Click on a completed To-do in your list. You'll then see two options to click on:
Here are your options if it didn't happen:
Here are your options if it did happen:
Using History to review follow-ups
These follow-ups will now appear in the History. This becomes a record and overview of what's happened during the overall Sales process.
For example, understanding how many phone calls were needed before being able to book an appointment:
Click the appointment and you can see the actions taken leading up to this appointment. Underneath, you can see any notes relating to the action:
You can also add notes and more follow-up to-do's, with options to add due date and prioritisation:
Any To-do's you add will appear in your tasks list. Helping you to keep the follow-up process flowing towards a deal:
