http://docs.callproof.com/index.php?action=history&feed=atom&title=Recommended_Follow-upsRecommended Follow-ups - Revision history2026-07-24T02:46:31ZRevision history for this page on the wikiMediaWiki 1.31.0http://docs.callproof.com/index.php?title=Recommended_Follow-ups&diff=2029&oldid=prevAshley DeBon: /* Recommended Follow-ups */2026-07-17T06:32:16Z<p><span dir="auto"><span class="autocomment">Recommended Follow-ups</span></span></p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 06:32, 17 July 2026</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What are Recommended Follow-ups? ===</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What are Recommended Follow-ups? ===</div></td></tr>
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</table>Ashley DeBonhttp://docs.callproof.com/index.php?title=Recommended_Follow-ups&diff=1470&oldid=prevAshley DeBon: Created page with "== Recommended Follow-ups == === What are Recommended Follow-ups? === Recommended Follow-ups is a Home widget that suggests accounts you should contact next. Suggestions are..."2026-07-15T08:51:53Z<p>Created page with "== Recommended Follow-ups == === What are Recommended Follow-ups? === Recommended Follow-ups is a Home widget that suggests accounts you should contact next. Suggestions are..."</p>
<p><b>New page</b></p><div>== Recommended Follow-ups ==<br />
<br />
=== What are Recommended Follow-ups? ===<br />
<br />
Recommended Follow-ups is a Home widget that suggests accounts you should contact next. Suggestions are based on recent interactions and CallProof recommendations so you can follow up faster without searching manually.<br />
<br />
This widget appears only when Recommended Follow-ups is enabled for your company and included in your Home widgets.<br />
<br />
=== How to navigate ===<br />
<br />
'''[[Mobile Home]]''' → scroll to '''Recommended Follow-ups''' <br />
<br />
Show/hide: '''[[Settings]]''' → '''[[Home Screen Widgets]]''' → Recommended Follow-up toggle <br />
<br />
(Company must also have Recommended Follow-ups enabled.)<br />
<br />
=== Using Recommended Follow-ups ===<br />
<br />
# Open '''[[Mobile Home]]'''.<br />
# Scroll to the Recommended Follow-ups cards (horizontal list when available).<br />
# Review the suggested account name, address, and reason/status when shown.<br />
# Tap a card action to call, email, add a task, add to route, snooze, add notes, or open more options.<br />
# Complete the action, then continue to the next recommendation.<br />
# If the widget is missing, turn it on in '''[[Home Screen Widgets]]''' or ask your administrator to enable it.<br />
<br />
=== Features include ===<br />
<br />
* '''Suggested accounts''' – Accounts CallProof recommends for follow-up based on activity.<br />
* '''Horizontal cards''' – Swipe through multiple recommendations on Home.<br />
* '''Call''' – Quickly call the recommended account.<br />
* '''Email''' – Start an email to the account.<br />
* '''Add Task / Follow-up''' – Create a task from the recommendation.<br />
* '''Add to Route''' – Add the account to your current route.<br />
* '''Snooze''' – Temporarily hide/defer a recommendation.<br />
* '''Add Notes''' – Save a note related to the follow-up.<br />
* '''More actions''' – Open additional account options when available.<br />
* '''Close / dismiss''' – Clear a card action sheet or skip when provided.<br />
* '''Widget visibility''' – Control show/hide from '''[[Home Screen Widgets]]'''.<br />
* '''Company enablement''' – Available only if your organization has Recommended Follow-ups turned on.<br />
<br />
=== Note ===<br />
<br />
If no recommendations are returned, the widget may hide or show empty until new follow-up suggestions are available. Visibility also depends on widget order settings and company configuration.<br />
<br />
<div style="clear: both;"></div></div>Ashley DeBon