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Follow up Reminders
To set followup reminders for your customers follow the below steps
To set follow up reminders for your customers follow the below steps,
Step 1: Click on Party option which is on dashboard and then select Party name
Step 2: Click on Set Follow up (+)
Step 3: Enter Title , Set follow up Date and Time and the owner of that meeting
Step 4: Save.
Step 5: To view all follow up list go to Sales Team tab
Step 6: Select Follow up option
Step 7: There you will find all the list of meetings scheduled, You can also filter it by Sales person.
Step 8: Done.
Note: You will get a reminder notification of your scheduled meeting on the respective date and time.