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Manage Follow-Ups
The Customer Record
The Customer Record

A video tutorial to get familiar with viewing a customer's activity, and managing all aspects of their follow-ups

C
Written by Carter Harkins
Updated over a week ago

This video tutorial will help you get familiar with the views and tools of the Customer Record. It's where you will be able to manage things like:

  • See all follow-up activity that has occurred with a customer in the system

  • Mark the customer as Won or Stopped

  • Adjust the timing of follow-ups for a customer who needs more time

  • Change the status of a customer's follow-ups

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