Follow up type will give you a convenient classifications in
Follow ups, the classification of follow ups will allow the representative to
know the type of follow up they have to do. This will help to increase the
effectiveness and clarity to the sales representatives and also will provide
clarity to the owners while viewing the follow-up type report.
How To Configure Follow Up Type
Two types of Follow up type:
Automated Follow up
Type: Follow up will open automatically based on the set criteria.
Login into FitnessForce Software.
Select the ‘CENTER’.
Click on ‘Setting’.
Click on ‘Follow up Type List’
Click on ‘Create new follow up type’.
Up Identification Name : Name of the follow up (Eg: Feedback –
After 30 Days)
Up Type : The Type of Follow (Eg: Feedback is the follow up type
for Feedback – After 30 Days)
To: Department or Client Representative.
Identification for a particular follow up type can be given by setting
If any department is selected then the follow up will be visible only to
that department, if you want it to be visible to all the keep on
you like this follow up type to be selected while creating a compulsory
follow up onthe Enquiry or Balance page : select
Setting Open and close criteria:
For setting Open criteria (I.e the follow up
will open as per the criteria set)
Type : This means the follow will open based on which date(
e.g: Expiry date, Activation date etc)
Type: Map the follow up by selecting the product type i.e. the
software will automatically open the follow based on the product type
type is Membership and date type is expiry date so the follow will open
The follow up should open on, before or after the date type selected.
Response: What is the response given by client.(i.e. follow up again, not
Comment: The comments mentioned here will the reflected when the
automatic follow up opens.
Status: select if the automatic follow up is for Member, Trial or Enquiry.
Set the close criteria if want to close the
follow up automatically.
Click on Save.
Frequently Asked Question
Will the automated follow up open for old entries done
if the automated follow up is configured today?
No, the follow will open from the day the follow up was configured.