Follow-ups

A follow-up is a reminder to contact a customer at a set time, by WhatsApp, phone, email or in person. Follow-ups keep anyone from being forgotten.

Who can see it: Everyone. Staff can update follow-ups for their own opportunities. The Owner, Admins and Staff with the Sales & documents permission can manage all of them.

Add a follow-up

1. Open Follow-ups and click New Follow-up. You can also add one from a customer, an opportunity, the dashboard or My Work.

2. Fill in the details:

   Field	Description
   Opportunity	Optional. Choosing one fills in the customer automatically.
   Customer	Who to contact
   Follow-up method	WhatsApp, Phone call, Email, In-person meeting or Other
   Date & time	When. Quick picks: Later today, Tomorrow, In 3 days, Next week.
   Assigned staff	Who will do it
   Note	What to check in on, for example "confirm quotation feedback"

3. Click Save.

The follow-up list

Follow-ups are split into tabs:

Tab	What it shows
Overdue	Past their time and not done
Today	Due today
Upcoming	Due later
Completed	Done, with whether they were on time, early or late

The top of the page shows how many are due today, how many are due in the next 7 days, and how many done follow-ups were Completed on time.

Work through follow-ups

For each follow-up you can:

• Send WhatsApp: opens WhatsApp with the customer. See WhatsApp.
• Done: mark it complete and record the outcome
• Reschedule: choose a new date and time
• Cancel: if it's no longer needed

Record the outcome

When you click Done, the Complete follow-up form asks:

Field	Options
Outcome	Booked, Considering, No answer, Call back later, Not interested, Invalid number, Other
Contact channel	WhatsApp, Call, Other
Note	What happened
Next follow-up	Optional. Schedule the next contact straight away.

Click Complete to save.

tip

If the customer didn't answer, set a Next follow-up before you complete the current one. That way the customer stays on someone's list.