After completing a Task, you can create a related Follow-up to keep the momentum going in your Sales process.
Click Sales & CRM → Tasks:
If you see Activities instead of Tasks under Sales & CRM, your account has not been upgraded yet. Contact Upsales support for the free upgrade.
You can then create a Follow-up for the items in your list:
Phone call
Click a completed phone call in your list and you have different options for following up:
To-do
Click a completed To-do in your list. Under Any follow-ups on that? you can create an Email (when the To-do has a contact), Phone call, To-do, Appointment, Opportunity or Order:
You can then add notes and details such as due date and what the Follow-up relates to.
Appointment
Click a past appointment in your list. You'll 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 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. These help your follow-up process flow towards a deal: