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, the user must be within a role that has website access (for example, a driver only role would not have access to follow ups). Additionally they have to have access in permissions to view follow ups.
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.
Follow Up Reports
On the default Accounts tab, scroll down to the follow up section.
Apply filters as needed