{"id":1070,"date":"2025-04-02T06:20:17","date_gmt":"2025-04-02T06:20:17","guid":{"rendered":"https:\/\/blogs.kit19.com\/Manual\/?page_id=1070"},"modified":"2025-04-02T11:28:43","modified_gmt":"2025-04-02T11:28:43","slug":"follow-ups","status":"publish","type":"page","link":"https:\/\/blogs.kit19.com\/Manual\/follow-ups\/","title":{"rendered":"Follow Ups"},"content":{"rendered":"\t\t

\n\t\t\t\t

\n\t\t\t\t\t

\n\t\t\t\t

\n\t\t\t\t

\n\t\t\t\t\t\t\t\t\t

Follow- Ups<\/span><\/h1>
Follow-ups refer to scheduled interactions with leads, prospects, or existing customers to maintain engagement, build relationships, and drive conversions. These follow-ups can be done via email, phone calls, text messages, or meetings and are crucial for nurturing potential customers through the sales funnel.<\/p>
Check existing Follow-ups Steps 1 :- Open Follow-ups<\/strong><\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
Once click on the Follow-ups the next page is open which will show the all-existing follow- ups like the below screenshot.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
Steps 2 :-<\/p>
Here in this page there are 4 options to check the follow-ups,<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
Overdue<\/strong>
Overdue follow-ups occur when a scheduled interaction with a lead or customer is missed or delayed beyond the planned date.<\/li>
Due today<\/strong>
Follow-ups that are \u201cDue Today\u201d refer to scheduled interactions that need to be completed before the end of the day.<\/li>
Scheduled<\/strong>
A scheduled follow-up refers to a planned interaction (call, email, meeting, or message) set for a future date to maintain engagement with a lead, prospect, or customer. These follow- ups ensure that no opportunities are missed and relationships are nurtured effectively.<\/li>
No Follow-up<\/strong>
If a lead, prospect, or customer has no follow-ups<\/strong> scheduled, it means there are no planned interactions for that contact. This can be a missed opportunity, as regular engagement is key to conversions and customer retention.<\/li><\/ul>
To check any of those one just click on the checkbox to see the details accordingly.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
Features of the Action Center (Right-Side Panel):<\/h2>
\u00a0<\/p>
\u2713 Add Follow-Ups <\/strong>\u2013 Schedule a follow-up directly for a lead.<\/p>
\u2713 Send Emails <\/strong>\u2013 Instantly email the lead without switching tabs.<\/p>
\u2713 Send SMS <\/strong>\u2013 Directly message the lead from the CRM.<\/p>
\u2713 Make Voice Calls <\/strong>\u2013 Call the lead using integrated VoIP services.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
Custom Search<\/strong> ?<\/h2><\/li><\/ul>
\u2713 Search for leads, contacts, or deals using specific criteria (e.g., name, email, phone, lead status)<\/p>
\u2713 Helps quickly locate overdue, scheduled, or completed follow-ups.<\/p>
\u2713 Supports advanced filters like industry, location, or deal stage.<\/p>
Filter by Follow-Up Type<\/h2><\/li><\/ul>
\u2713 Sort follow-ups based on their status:<\/p>
Overdue <\/strong>(missed follow-ups)<\/li>
Due Today <\/strong>(urgent follow-ups)<\/li>
Scheduled <\/strong>(future follow-ups)<\/li>
Completed <\/strong>(past follow-ups for reference)<\/li><\/ol>
Export Follow-Up Data ?<\/h2><\/li><\/ul>
\u2713 Extract follow-up details into CSV, Excel, or other formats for offline tracking.<\/p>
\u2713 Useful for reporting, team performance analysis, and customer engagement review.<\/p>
Custom Export<\/h2><\/li><\/ul>
\u2713 Select specific fields to export (e.g., Name, Contact Info, Follow-Up Status, Assigned Rep).<\/p>
\u2713 Customize reports based on department needs (Sales, Support, Marketing).<\/p>
\u2713 Helps in detailed auditing and strategic planning.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/body>","protected":false},"excerpt":{"rendered":"
Follow- Ups Follow-ups refer to scheduled interactions with leads, prospects, or existing customers to maintain engagement, build relationships, and drive conversions. These follow-ups can be done via email, phone calls, text messages, or meetings and are crucial for nurturing potential customers through the sales funnel. Check existing Follow-ups Steps 1 :- Open Follow-ups Once click<\/p>\n
\n Continue Reading <\/span><\/i><\/a>\n <\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_uag_custom_page_level_css":"","footnotes":""},"class_list":["post-1070","page","type-page","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"admin","author_link":"https:\/\/blogs.kit19.com\/Manual\/author\/admin\/"},"uagb_comment_info":0,"uagb_excerpt":"Follow- Ups Follow-ups refer to scheduled interactions with leads, prospects, or existing customers to maintain engagement, build relationships, and drive conversions. These follow-ups can be done via email, phone calls, text messages, or meetings and are crucial for nurturing potential customers through the sales funnel. Check existing Follow-ups Steps 1 :- Open Follow-ups Once click…","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/1070","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/comments?post=1070"}],"version-history":[{"count":4,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/1070\/revisions"}],"predecessor-version":[{"id":1083,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/1070\/revisions\/1083"}],"wp:attachment":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/media?parent=1070"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}