How to Manage Follow Up Details for executives
- Menu Link:Enquiry -> Follow Up List
- This list / report is for executives who can view their own follow up and unscheduled enquiries. Executive can Set Schedule, Update an Follow Up, Create Quotation from this report.
- Search for follow ups based on Date range, Follow up Status, Enquiry Status and keyword.
- Following actions can be done from this list. Some actions may not be available depending upon the enquiry status and follow up status.
- Set Schedule
- Update Follow Up
- Go to Quotation
The color of Scheduled Date says something about the follow up.
Green – Follow Up is not due in another 5 days.
Yellow – Follow Up is due in another due day.
Blue – Follow Up is completed and updated with feed back.
Red – Follow Up is not closed and scheduled date is crossed.