A contact is required on the customer profile in order for the Follow Up & Calls sections to be used.

Start by selecting the + symbol on the right side of Follow Up

Select the contact name, email or phone number, inbound or outbound, who the follow up is assigned to. Subject, details of the call and tag if applicable.

In order to be eligible to be assigned a follow up, you must be listed as an account rep under the user profile.

The follow up will list if the Follow Up is Open, In Progress or Closed and for how many days

By clicking on the follow up, the status can be changed. Additional notes can be added, users can be tagged and attachments can be added.

You've added a follow up, now what? How is the assignee notified?

Truth be told, this function is needing improving. For the time being, the data is stored in Metabase. If you do not have the Follow Up report in your list of reports, you can access this from the Default Reports tab.

We are happy to help set up alerts for those who may typically have a follow up assigned to them. This will be an emailed alert.