My Followups

You will be able track all your followup activities. This will help you to quickly overview your Done, Missed and Planned activities in a selected date range.

  1. You will be able to add next followup activity.
  2. You will be able to update the lead status, add a followup comment, etc.

We have added a few features which will help you in managing your followup activities.

  1. Add Followup
  2. Pending Followups
  3. Edit/Update Followups
  4. Followup Notifications

For every followup activity, you will get a reminder from the CRM. This will make sure you do not miss any important activity.
You will get this reminder 10 mins before the activity.

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