Customer Follow-Ups

Getting many inquires, but unable to convert them to potential customers? Or are you forgeting to keep tab on customers after profile creation? Follow these simple steps to become hero from zero with Zenys.

Step 1 - Create a Follow-Up

• In the customer/contact profile, click on "Follow-Up" tab and select "Add Follow-Up".
• Fill in the details and select "Add".
• View the Follow-Up created on the Follow-Up tab.

Or

• Soon after Contacts/Customer creation, Follow-Up pops.
• Fill in the details and select "Add".
• View the Follow-Up created on the Follow-Up tab.

Step 2 - Edit a Follow-Up

• In the customer/contact profile, click on "Follow-Up" tab.
• Select the pen icon (icon) on the Follow-Up to edit
• Fill in the corrections and select update.
• View the updated Follow-Up on the Follow-Up tab.

Or

• In the left navigation bar, select Lead Follow-Up(icon)
• Click to open the respective Follow-Up from the list you wish to edit (status should be pending)
• Fill in the corrections and select update on Follow-Up form under activities in the left end corner of the page.
• View the updated Follow-Up on the Follow-Up form under activities.

Step 3 - Mark the Follow-Up Completed

• In the customer/contact profile, click on "Follow-Up" tab.
• Select the tick icon (icon) on the Follow-Up to mark it as completed.
• View the completed Follow-Up under Past Follow-Up on the Follow-Up tab.

Or

• In the left navigation bar, select Lead Follow-Up(icon)
• Click to open the respective Follow-Up from the list you wish to mark as complete (Status should be pending)
• Check the mark as completed checkbox and select "Update" on Follow-Up form under activities in the left end corner of the page.
• View the completed Follow-Up under Past Follow-Up on the Follow-Up tab.

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