Manual follow-up types are those follow ups which will need to be opened by the staff whenever required and will reflect on the Dashboard of the staff as per the date selected manually. This type of Follow-up will give you a convenient classification which in turn will allow the representative to know the type of follow ups they need to open as required. 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 report. e.g. Notes, Escalation, Balance
e.g. Let say if a client is asking to the staff to remind her/him about the Classes availability on a specific day or praising a staff or escalating about anyone / thing at the centre, then this feature can be created in the software through the Manual Follow-up by having the Notes/Escalation/Appreciation types configured and the comments can be added in the followup. You can either update the comment and close the followup or keep it open till the date selected as required.
Similarly, you can also have Automated Follow-up configured which will be automatically opened based on the set criteria at the time of configuration.
Refer to Designing Automated Follow-up to learn more
Note: Manual Follow-up will open based on whenever your staff wants to open the follow-up for themselves.
Steps on how to configure the Manual follow-up type:-
Department: Based on the radio button as the department selected mentioned in the Assign To, the list of departments will reflect in the drop-down to be selected. As mentioned in the example, Front Desk can be selected. It can also be Sales Executive in case of renewals as shown in the image below:
Would you like this follow up type to be selected while creating a compulsory follow up on: Identification for a particular follow up type can be given by setting color which will be. e.g. If a client has kept a balance amount to be paid in a weeks time while he utilizes the service(s) in the gym / club, then at the time of bill creation there will be a mandate Follow-up to be entered for keeping a reminder for the balance amount to be collected from the client.
Client Summary Page:
Image i: Where to see the Quick Follow-up:
Image ii. Where to add the notes/comments in the Quick Follow-up:
As shown in the above images in both Client Profile and Dashboard, you can have the notes/comments added in the clients profile.
Automated Follow-up Configuration
Automated follow up is a function that allows the system to generate the automated follow up calls based on the trigger of an event. e.g. Birthday reminders, Membership Expiry Reminders, Balance reminders. Here, Birthday is an event and the trigger ...
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Follow-up feature provides a convenient classification in Follow-up types. The classification of Follow-ups will allow the representative to know the type of Follow-up they have to perform. This will help to increase the effectiveness and clarity to ...
Follow-up type creation
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