Difference between revisions of "Web Followups"
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Click the Notepad to edit the Followup or mark it complete. | Click the Notepad to edit the Followup or mark it complete. | ||
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| + | == Create a new Followup == | ||
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| + | Click Add Followup next to the green + to add a followup. | ||
| + | |||
| + | Select the sales rep, contact, date and time of the followup and add any notes. | ||
| + | |||
| + | Only click the '''Completed''' checkbox if the followup has been done. | ||
| + | |||
| + | Click '''Add To Calendar''' if Google Calendar has been setup in Callproof to send the followup to the rep's calendar. | ||
| + | |||
| + | Click Save to save the followup. | ||
Revision as of 18:43, 17 October 2013
Path: Callproof Support - Website - Navigation Bar - Dashboard - Followups
What are Followups?
This is an index of Followups scheduled within Callproof. Search, view, edit, and delete from the Followups screen.
A search area on top allows specific followups to be viewed. Searches can be run for a sales rep and/or date range. Sort options are date of followup or duration of followup.
Click the company or contact name to update the contact.
Click on the phone number to update the phone number for this contact.
The Comp column indicated whether or not the followup has been checked off as completed.
Click the Notepad to edit the Followup or mark it complete.
Create a new Followup
Click Add Followup next to the green + to add a followup.
Select the sales rep, contact, date and time of the followup and add any notes.
Only click the Completed checkbox if the followup has been done.
Click Add To Calendar if Google Calendar has been setup in Callproof to send the followup to the rep's calendar.
Click Save to save the followup.
