A follow-up report is one of the most important reports to track the daily activities of your Sales and Front Desk Staff. This report will display on a daily basis how many calls were made to Follow-up with your clients. Similarly, it will also capture the missed Follow-up the count for each day. Through this report, you can monitor your staff efficiency.
To access the Follow-up report. Take your mouse cursor on the Reports option and click on the Follow-up option. Now you’ll be directed to a new page as shown below.
You can search the data as per the options mentioned in the drop-down as shown in the above screenshot. You can select Check Missed/due follow-ups, Check follow-ups done and Check Expected/Confirmed Payment.
Select Start Date and End Date to search the data.
You can narrow down your search results by using different filters if required. Below are a few of the important filters which can be used as per your requirement.
Follow-up Type: This filter can be used to search for data with different types of follow-ups like Renewal Follow-up, Enquiry Follow-up, Balance Follow-up.
Follow-up Status: You can also search the follow-up data as per the followup status Like Open or Close.
Client Rep: This filter can be used. If you’re looking for the follow-up data of a specific user or client Representative.
In case you want to further narrow down your search results. Then you can click on the More button as shown on the right side of the screenshot.
After clicking on the More button you’ll see more search filters as shown in the above-mentioned screenshot and explained in the below pointers.
Comment By: This filter can be used if you want to search the data as per the user’s follow-up comment.
Call Response: It will give you data output as per Call responses selected while actioning the follow-up like Successful Follow-up, Follow-up Again, Not Interested - Rates too High.
Call Convertibility: This will help you in providing the data with the Call Convertibility wise like Cold, Expected, Warm, and Hot.
Enquiry Date From to Enquiry Date To: This filter can be used if you want to search the data as per enquiry date created in the software.
Advertising Source: This filter will provide you search results as per enquiry source like Referral, Passing By, Instagram, Facebook.
Location: This will provide the data location-wise that was entered in the client’s profile.
Enquiry Type: This filter can be used if you want data as per enquiry type like phone, walk-in, email.
System Generated: If you want to see auto-generated follow-ups data in the search results, then you can select Show or you can select Hide if you don't want the auto-generated follow-ups data.
Client Type: This field will provide you data as per client type like Enquiry, Member or Trial. So you can select this filter as per your requirement.
Click on the Search Button to get the search results.
After searching the data you would get results in the above format.
1. Can I fill the new follow-up response directly from the follow-up report?
Ans: Yes, You can fill the new responses by clicking the follow-up type in the searched data. A new pop will open to add the necessary information.