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:

  1. Search for the client name or business in the Global Search box.
  2. Click on the name of the client to open their profile.
  3. Click on new comment to add a comment, call, attempted call or check-in (Select the relevant option from the Record Type dropdown menu).
  4. Link the comment to an Opportunity / Job. 
  5. Assign an owner to the comment.
  6. Select the Follow-up date.
  7. Save to store the information on the client profile.
  8. 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 screenshot of adding a follow up to a contact below:

Fill in the details and click Save

Also see:

Adding a follow-up to an Opportunity / Job