Follow-Ups

Find out more about user's decision for something based on the previous conversation.

Using the Follow-Ups module, you can remind yourself or one of your teammates about the last conversation you had with the client/customer/user, and based on that, go for a follow-up.

From your Dashboard, go to the left sidebar, and select Follow-Ups.

As you access the Follow-Ups, you'd see a calendar where all the follows will be listed. From the calendar view, you get the option to change months, calendar view; and create a follow-up.

To change months, click the slider arrows next to the month's name.

To change the calendar view, use the options in the top right corner.

• = Back to the current date.

• = Month view.

• = Week view.

• = Day view.

To create a new follow-up, click the Plus Icon button.

This will open the New Follow-Up modal, where add the details as required, and once done, click Add.

You'll find the created follow-up in the calendar like the above.

Edit or Delete a Follow-Up

If you want to make changes to a follow-up, simply click it in the calendar, then apply changes and click Save.

The delete option is also found next to the Save button. To remove a follow-up, tap the Trash Icon button and then Confirm.