The Follow-up feature enables the gym representatives to have clarity on the type of follow-up
(i.e. balance, enquiry, feedback, renewals) they need to conduct. The feature increases the effectiveness of the sales representatives, front desk executives, trainers, and also provides better clarity to the owners of the gym while viewing the follow-up report.
How to configure follow-up type
Depending upon the configuration, the follow-up type can be created only if the rights have been given to the user i.e. the owner or the center admin.
You will see there are two Follow-Up types (radio button)
ii. Automated Follow-Up
Click on the Automated Follow-Up (radio button).
Criteria for ‘Open’ :
For setting Open criteria (i.e the Follow-Up will open as per the criteria set)
If you do not wish to open the automated follow-ups then you can click on Open: not required (checkbox).
Criteria for ‘Close’ :
For setting Close criteria (i.e the Follow-Up will Close as per the criteria set)
After the fields are filled you can click on ‘Save’ and you can click on ‘Cancel’ if you do not wish to create the Follow-Up.
1. Will the automated Follow-Up open for old entries done, if the automated Follow-Up is configured today?
Ans: No, the follow will open from the day the Follow-Up was configured.
2. The Follow-Ups depend on Product Type or Product?
Ans: Product Type.