The Customer Follow-up Function is driven by Customer Prospecting Statuses. There are six preset Customer Prospecting Statuses, these Prospecting Statuses have predetermined follow-up timelines, which can be changed in System Rules.
There are six preset Customer Prospecting Statuses; New, Hot, Warm, Inactive, Cold, and Lost.
1. Navigate to the Sales Operations Tab and select Customer Followup
2. Select the Location and Salesperson
3. Click the Plus Symbol (+) to the left of the line to expand the the list for follow-up
4. Double-click the Customer Line for follow-up and the Customer Record will display
Related Articles:
Create Customer Prospecting Statuses
Customer Follow-Up Reminders Set-up
Changing Customer Prospecting Statuses Follow-up Timelines