Follow-ups, site visits and My Day

Schedule a follow-up

1. Open the lead and click Schedule follow-up.
2. Choose Call, WhatsApp, Email or Meeting, and the date and time.
3. You get a reminder when it is due. On the Follow-ups page click Done, Reschedule or Cancel follow-up.

Schedule a site visit

1. Open the lead and click Schedule site visit, choose the project, date, time and executive.
2. After the visit, open Site Visits and click Complete. Record the outcome, feedback, the customer's rating and the next follow-up.
3. If the customer did not come, click No-show.

Executives using the Android app can check in at the site; the GPS check-in shows on the map.

My Day

My Day shows, for each person:

• Call these new leads first: new leads not yet called.
• Follow-ups due, site visits today and tasks due.

Missed follow-ups are flagged to the team leader, so nothing falls through.