Follow-ups

A follow-up is something you plan to do for a customer by a certain time — call, send a message, visit, send a price.

Create a follow-up

• From Home or Follow-ups, choose New follow-up.
• From a customer, quotation or deal.
• From a signal — the fastest way, with the customer and a clear title filled in.

Give it a title, a type (call, WhatsApp, email, meeting or general), a due date and time, the customer and the person responsible.

Find your follow-ups

Your Home page and the Follow-ups page group them into:

• Overdue — past their due time.
• Due today.
• Next 7 days.

Complete a follow-up

Choose the tick on the row. If the customer has a WhatsApp number, you can open the chat from the same row. Log what happened on the customer's timeline if it matters for later.

Whose follow-ups you see

A salesperson sees their own follow-ups. Sales managers and above can see the whole team's. See Roles and permissions.

A good habit

Start each day on Home: clear the overdue ones first, then today's.