How Does ‘Follow-ups’ (follow ups) Work?

  • What is 'Follow-ups'?
  • How to Add/Create a Follow-up Date?
  • How to Use the Days Until Follow-up Filter?
  • How to Add a Follow-up Entry to your Route?
  • How to Check-in using the Follow-Ups Pane?
  • How to Mark a Follow-up as Done?
  • Current vs. Past Due

  • What is ‘Follow-ups’?

    The Follow-ups is a feature available on the web app, and it is designed to help you keep track of your upcoming follow-ups so you can prioritize those accounts. It also allows you to take quick actions such as adding those accounts to your route and creating check-ins as soon as you follow-up with them.

    Follow-ups are based on the data shown in the filter ‘Follow-Up Date’. This is a default field that you can update with the right follow-up date for each of your customers.

    How to Add/Create a Follow-up Date?

    1. Go to Accounts.

    2. Click on the account that you want to set a follow-up with.

    3. Tap the pencil icon on the ‘Follow-up Date’ field found on the Account Details page.

    4. Select your preferred date, and hit Save.

    For a more detailed explanation on how to add or create follow-up dates, check out this article.

    How to Use the ‘Days Until Follow-up’ Filter?

    1. Go to Visualize, click Colorize if you want to color code the account, and tap on ‘Days Until Follow-Up’.

    2. Click Filter if you want to view just a portion of accounts based on the days you’ll have to follow-up with them.

    3. Scroll down, and look for ‘Days Until Follow-up’ Filter. Use the sliders to choose the values.

    How to Add a Follow-up Entry to your Route?

    1. Go to Follow-ups.

    2. Scroll through your list, choose which account needs to be added on your route, and click on Add to Route.

    3. Go to Routes, hit Optimize if needed, name your route, choose a date, and Save.

    How to Check-in Using Follow-Ups?

    1. Open the Follow-ups tab.

    2. Choose which account you’d like to check-in with, and tap Check-in.

    3. Enter check-in details.

    4. Click on the account name, and you’ll see the check-in logged on the History section of the Account Details page.

    How to Mark a Follow-up as Done?

    If you no longer need to follow-up on a customer, simply go to Follow-ups, click Done on the account, and you’re all set.

    Current Vs. Past Due

    On the Current tab, you’ll see all your Follow-ups for the present and coming weeks, while Past Due shows all your past due Follow-ups.

    Make sure to mark your follow-ups as Done when you take action on them to avoid seeing them on the Past Due tab.

    That’s it! We hope you never miss another follow-up with this feature.

    Happy selling!

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