The Contact Log follow-up feature is great for creating notes and reminders that your staff can view with client follow-up information.
Contents
Setting which staff can be assigned follow-ups
You can choose which staff can be assigned follow-ups by setting that option in their profile.
- Click on the Home tab, and select the Staff subtab.
- Click on the staff member's name.
- Locate the Sales settings box on the right of the staff member profile.
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Place a checkmark in the box beside "Can be assigned follow-ups."
- Click Save.
Assigning a follow-up
- Lookup the client for whom you want to create the contact log.
- Click on Contact Logs from the client's Home screen. A contact log will appear with the date, time, and contact name auto-populated for you.
- Select the contact method that you'd like the staff to use for the follow-up with the client.
- Use the Assign To dropdown menu to select the staff member you're assigning the contact log to.
- Select the type of contact log along the top.
- Enter the follow-up date and time that you'd like the staff member to follow up by.
- You can leave notes or comments in the text field, giving the staff extra information about the follow-up.
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Click Add to save the contact log.
Notifying staff members
Login Toolbar
Your staff members will be notified of an assigned follow-up in the top right corner of your site when they log in. The staff can click on the red circle icon to display the follow-up.
Overdue follow-ups and alerts will only be listed on the Login Toolbar for 90 days. After this time, your staff can find these in your Contact Logs report.
Auto email
You can enable the Contact Log Follow-Up Notification auto email, which will send the follow-up information to the staff member you assigned the contact log to. You may set the email to send as soon as you create the follow-up or a set number of days before the follow-up is due. Learn more here.
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