Adding a follow-up can be useful when you need to remember to...follow up! Below are a few ways that you can add follow-ups quickly and easily. Click here to create a follow-up.
Steps to Create a Follow-Ups:
From the Follow-Ups Dashboard:
Once you are logged in to the platform, click "Follow-Ups" in the top navigation.
From here, you will see Suggestions, Follow-ups, Tasks and Milestones in the top left corner and click "Follow-Ups."
In the Follow-Ups column, click the "+" icon. A modal will appear that will allow you to select or add a contact, add a time and date, and then a quick note about why you are following up.
If you don't want to set a timeline for the follow-ups, just click on "No Due Date."
For the incremental time intervals, you can simply click "Add Quick Follow-ups."
Once you are done, click "Save" and your new follow-up will be added to the
Follow-Ups Dashboard and the contact record.
From the Quick Action™ button:
If you aren't familiar with the Quick Action™ button, it is the big "+" button at the bottom left of the screen while on the platform. Click on this button to see all of the available options. Click on "Follow-Up" within the Quick Action™ button.
A modal will appear that will allow you to select or add a contact, add a time and date, and then a quick note about why you are following up and click "Save" and your new follow-up will be added to the Sales Dashboard™ and the contact record.
If you have any issues adding a follow-up or would like to ask questions regarding follow-ups, please let us know using our Coach-on-Call feature.