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.