Skip to main content
All CollectionsUser Help
Follow Up Activities
Follow Up Activities

Set an activity to follow up to win or retain business

Eve Whyte avatar
Written by Eve Whyte
Updated over 2 years ago

Exsalerate prompts you to set a follow-up activity to progress the lead/opportunity through the stages/phases of your sales pipeline.

When you complete an activity in Exsalerate you will see this option:

The follow-up activity window now contains the notes from the previous activity for easy reference.

The note history continues to carry through to the next activity if you click done & create a follow-up activity.

If you are sending emails via the Gmail add-in you will see this:

In Outlook add-in you will see this:

Did this answer your question?