Follow-up Report

 

How to check follow-ups done

 

 

How to check follow-ups done

How Will This Document Help you / What will you find here


  • How to see the follow-ups done through the follow-up report
  • How to filter the search to check specific follow-ups done
  • The  detailed information of the follow-ups done

About The Feature


  • The follow-up report allows you to view all the follow-ups done by all your client representatives.
  • It is a good way to analyze and track the data of feedback received from the clients and also analyze the performance of the various client representatives, by checking the conversion rate of enquiries to members or the balance payment follow up cleared by collecting payment from the members.

How to Check the Follow-ups done

  • Click on reports
  • Open the follow-up report
  • In the follow-up report on the right-hand corner next to ‘What would you like to do?’ select  ‘Check follow Ups done’ from the drop down
  • Refine your search by filling in the various filters appearing on the follow-up report page such as:
    • Account Manager
    • State
    • City
    • Center Name(for centre wise selection of the follow-ups done )
    •  The date(From Date- To Date) range to view the follow-ups done in a particular time period
    • Follow Up Type (Enquiry, Balance, Birthday follow-ups)
    • Follow Up Status (View open or closed follow-ups)
    • Client Representative (Follow-ups under a particular client representative)
  • There is an icon on the extreme right-hand corner as ‘More’
  • By clicking on more you have a list of various other fields to refine your search such as:
    • Comment by (follow up comments entered by)
    • Call Response
    • Call Convertibility (Hot, Cold, Warm, Expected etc.)
    • Enquiry Date Range
    • Advertising Source
    • Language
    • Enquiry Type
    • Workout Time
    • Client Type (Enquiry/Member/Trial)
    • Service Interested In
    • Assigned to etc. (to which  client representative the follow up is assigned to)
  • By selecting the various filters you can narrow down your search to obtain the desired results
  • Lastly, click on ‘Search’

The Detailed Information of the Follow-ups done:


  • The entire detailed list of follow-ups will appear based on the filters selected
  • It will also give the numerical that will show the following:
    • Total Clients
    • Total Records
    • System Generated
    • User Created
  • The detailed report will show the following:
    • Client Name
    • Client Type(Enquiry/Member/Trial)
    • Client Representative (Follow-ups under a particular client representative)
    • Follow up type(Enquiry, Balance, Birthday follow-ups)
    • Assign to
    • Call response (follow up again, successful follow up etc.)
    • Convertibility (Hot, Cold, Warm, Expected etc.)
    • Comments date and time
    • Follow update and time
    • Comments added by (Name of the client representative  who adds the  comments)
  • On clicking the follow-up type, the follow-up box opens with the history of the follow-ups done, along with the comments. You can also fill in the new follow up responses along with the details of the same.


Frequently Asked Questions 


  1. Where can I find the details of all the follow-ups done?

Ans. ‘Follow up report


  1. Can I fill in the new follow up responses directly from the follow-up report?

Ans. Yes, you can fill in the new responses by clicking the follow-up type in the report, a box opens that allows you to fill the details.

 


How to check missed/ due follow-ups

 

How to check missed/ due follow-ups

How Will This Document Help You / What Will You Find Here


  • How to see the follow-ups due/missed through the follow-up report
  • How to filter the search to check specific follow-ups due/missed
  • The  detailed information of the follow-ups due/missed

About The Feature


  • The follow-up report allows you to view all the follow-ups due/missed by all your client representatives
  • It is a good way to analyze and track the performance of the various client representatives, by checking the follows up missed by them. It allows you to take immediate action by getting the follow-ups completed and not miss out on the valuable data. You can also view the follow-ups which are due in the near future to analyze your prospective client conversions or expected revenue.

How to Check the missed/due follow-ups

  • Click on reports
  • Open the follow-up report
  • In the follow-up report on the right-hand corner next to ‘What would you like to do?’ select  ‘Check missed/due follow Ups’ from the drop down
  • Refine your search by filling the various filters appearing on the follow-up report page such as:
    • Account Manager
    • State
    • City
    • Center Name(for centre wise selection of the follow-ups done )
    •  The date(From Date- To Date) range to view the follow-ups done in a particular time period
      • In case you want to see missed follow-ups you can select a backdated time period from today.
      • In case you want to see follow-ups due you can select a forward dated time period.
    • Follow Up Type (Enquiry, Balance, Birthday follow-ups)
    • Follow Up Status (View open or closed follow-ups)
    • Client Representative (Follow-ups under a particular client representative)
  • There is an icon on the extreme right-hand corner as ‘More’
  • By clicking on more you have a list of various other fields to refine your search such as:
    • Comment by (follow up comments entered by)
    • Call Response
    • Call Convertibility (Hot, Cold, Warm, Expected etc.)
    • Enquiry Date Range
    • Advertising Source
    • Language
    • Enquiry Type
    • Workout Time
    • Client Type (Enquiry/Member/Trial)
    • Service Interested In
    • Assigned to etc. (to which  client representative the follow up is assigned to)
  • After selecting the various filters you can narrow down your search to obtain the desired results
  • Lastly, click on ‘Search’

The Detailed Information of the missed/due follow-ups:


  • The entire detailed list of follow-ups will appear based on the filters selected
  • It will also give the numerical that will show the following:
    • Total Clients
    • Total Records
    • System Generated
    • User Created
  • The detailed report will show the following:
    • Client Name
    • Client Type(Enquiry/Member/Trial)
    • Client Representative (Follow-ups under a particular client representative)
    • Follow up type(Enquiry, Balance, Birthday follow-ups)
    • Assign to
    • Call response (follow up again, successful follow up etc.)
    • Convertibility (Hot, Cold, Warm, Expected etc.)
    • Comments date and time
    • Follow update and time
    • Comments added by (Name of the client representative  who adds the  comments)
  • On clicking the follow-up type the follow-up box opens with the history of the follow-ups done, along with the comments. You can also fill in the new follow up responses along with the details of the same.


Frequently Asked Questions 


  • Where can I find the details of all the missed/due follow-ups?

Ans. ‘Follow up report


  • Can I fill in the new follow up responses directly from the follow-up a report?

Ans. Yes, you can fill in the new responses by clicking the follow-up type in the report, a box opens that allows you to fill the details.

 

  • How can I check missed follow-ups?

Ans. In case you want to see missed follow-ups you can select a backdated time period from today’s date in the date filter under the follow-up report under missed /due follow-ups.

 

  • How can I check due follow-ups?

Ans. In case you want to see follow ups due you can select a forward dated time period from today’s date in the date filter under the follow up report under missed /due follow ups.

تقرير المتابعات

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  • حدد نوع المتابعة من المنسدلة
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يمكنك ان تضغط على خيار المزيد و ان تصفي الخيارات لكي تتحصل على النتئج المرغوبة

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  • اضغط على المفتاح ابحث

سترى النتائج حسب المجالات المحددة في شكل التقرير و ايضا يمكنك ان تصدرها في اكسيل اذا كان لديك الوصول لتصدير البيانات.