Apptivo Follow Ups

Follow up feature makes it simple to keep track the future dates where you’ll need to perform an activity for your customer. This description could be a quick sales call or an email to check in on the status of the project. All follow ups are tracked in your follow up calendar which makes it simple to manage follow up across all the apps. It also allows you to track follow ups via SMS and Call logs.

Follow ups scheduling can be done in CRM apps like Contacts, Customers, Leads and Opportunities. Created follow ups will be shown in the home dashboard “My follow ups” calendar to the paid users only.

Get an alert pop up that can remind you about important follow up against customers or any other objects. The reminder setting allows you to remind you through the notification banner.

Follow ups can be created and viewed quickly from Calendar view and List view.

New Features

*Quick Create
*Create from SMS
*Create from Call Log
*Associating Existing Contacts Records
*Reminder Notifications
*Views (Calendar and List)
*Global Search