How to manage Follow Up Details for Admins / managers?

Menu Link:Follow Up List – Admin This list / report is for Admins / Managers who can view their own follow ups as well as follow ups of other executives in their own locations and unscheduled enquiries in their locations. Admins can Set Schedule, Update an Follow Up, Create Quotation from this report. Only Super admin can choose locations. Super Admin can view all executives details. Search for enquiries based on Date range, Enquiry Status, […]

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 […]