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 […]