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.
Call Convertibility: This will help you in providing the data with the Call Convertibility wise like Cold, Expected, Warm, and Hot.
Advertising Source: This filter will provide you search results as per enquiry source like Referral, Passing By, Instagram, Facebook.
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.