CRM Follow Ups
Where can I see if a client has a scheduled follow up?
If a client has a scheduled follow-up, a red sticker will appear next to the client’s name, displaying the date and time of the follow-up. This provides a quick visual indicator of any upcoming follow-ups.
How do I delete a scheduled follow up?
To delete a scheduled follow-up for a client, follow these steps: This will successfully delete the scheduled follow-up for the client.
How do I create new follow up buckets?
Creating new follow-up buckets depends on your role in the organization: This ensures your request is handled efficiently and aligns with your business needs.
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