CRM: Follow-ups
What is an Follow-up?
A Follow-up (formerly called an Event) is a scheduled reminder. Creating Follow-ups is a great way to keep track of meetings, presentations, or any planned event related to your business.
If you need to assign a set of sequenced Events to a Contact you can do this by creating a Follow-up Generator.
CLICK HERE to learn about Follow Up Generators
How do I create an Event?
Navigate to CRM > Follow-ups, and click the +ADD FOLLOW-UP button.
You can then fill out the fields to create the Follow-up.
TIP: It is suggested to keep the Follow-up name short so that it will appear correctly in My Calendar.
Contact: Select a Contact from the dropdown menu.
Assignee: This box will drop down once a Contact has been selected. Choose from the available list of Staff Members to assign to the Follow-up.
Follow-up: Choose a title for the Follow-up. This will be visible to Staff only, as Contacts cannot view their associated Events.
Visible: Choose Public (visible by any Staff Member), Private (can only be viewed by the creator of the Follow-up), or Shared With (you can choose which Staff Members can view the Follow-up).
Date / Time: Choose the date and time for the Follow-up. Please note that this time is based on the Time Zone of the creator of the Follow-up.
Duration: Select the Follow-up duration in intervals of 15 minutes with a maximum duration of 12 hours.
Category: Designate a Category for the Follow-up.
CLICK HERE to learn about Content Categories
Description: You can input more details or any notes you would like here.
If you enable Show this Follow-up on the Contact's Calendar, the assigned Contact will be able to see the Follow-up when they log into the platform and view their calendar. They will also be sent a notification email informing them of a new Follow-up assigned to them. You can configure this email in Email Templates.
CLICK HERE to learn about Email Templates
Reminders: You can choose to send a Reminder Notification to yourself. Choose the type of notification and time before the scheduled Follow Up.
Assign Automations: Click the Configure Automations button to add Automations for when the Event is marked as Complete.
How do Follow-ups appear in My Calendar?
Once you've set a Follow-up, you can navigate to Calendar > My Calendar to view it.
Follow-ups will show in green. If you have specified a Category, it will show in addition to the Follow-up name.
You can click on a Follow-up to view the details. You can also click Edit to modify any of the fields.
How do I manage Reminder Notifications for my Follow-ups?
To configure additional Reminder Notifications for your Follow-ups, or to override all existing settings you have configured for your individual Follow-ups, click the icon located on the right side of your screen while viewing Follow-ups.
