Follow up Reminders

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To set followup reminders for your customers follow the below steps,

Step 1: Go to Party Tab

Step 2: Click on Set Followup (+)

Step 3: Enter Title , Set followup Date and Time and the owner of that meeting

Step 4: Save.

Step 5: To view all followup list go to Report tab

Step 6: Select Followup 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.