✈️Follow-up Record

Overview of Follow-up Record

Follow-up records are used to document the progress of sales representatives with customers or sales projects, helping them keep track of essential work information. When a follow-up record is associated with a sales project, the system extracts the relevant follow-up information and includes it in the sales project, enabling project team members to stay updated on the latest developments.

Since follow-ups are based on communication with contacts, the follow-up record list is arranged according to the contacts of the follow-ups.

Features

Create New Follow-up

Salespeople can only associate projects they have been involved in when it comes to linking projects in their follow-up records. Projects they have not participated in cannot be associated.

View Follow-up Information

Salespeople can view the follow-up records they have added themselves. Sales managers can view the follow-up records of their own team. Sales executive have the ability to view all follow-up records.