Keep your work super organised with Magnetic's Follow up features!
You can keep a record of all client follow-ups, check in and phone calls along with comments on your client's profile.
Follow these steps:
- Search for the client name or business in the Global Search box.
- Click on the name of the client to open their profile.
- Click on new comment to add a comment, call, attempted call or check-in (Select the relevant option from the Record Type dropdown menu).
- Link the comment to an Opportunity / Job.
- Assign an owner to the comment.
- Select the Follow-up date.
- Save to store the information on the client profile.
- Look at MY ACTIONS to see a list of all your urgent follow-ups that are due now. Mark these follow-ups complete when you have completed the follow-up.
See the video below: