Before you start
Follow Up dates can be set in 4 ways, all via the dashboard: After sending an email through the dashboard, after sending a text message, after logging the result of a call within the dashboard, or after adding a Client Note.
The client will re-appear in the original dashboard category if they still fit those conditions. If they do not match the set rules for the original category at the follow up is scheduled to occur, they will appear in the Follow-ups category.
Setting follow-up dates are important because it ensures that no client slips through the cracks. If a client is re-appearing on the dashboard, it means some desired action from the client has not yet occurred. Setting a follow-up reminds you to touch base with the client if no action was taken.
Setting a Follow-up Date via Email or Text Message
When you’re ready to send the email or text message within the Client Profile, click Send Email / Send Message.
The select a follow-up date
- Click Tomorrow, 3 days, 7 days, Custom (to select a specific date), or None.
- After scheduling the follow-up, the client will be removed from the category and will reappear at the selected date.
Setting a Follow-up Date via Call Result
Note: you must select a call result (via the 'Reached' or "Not Reached' buttons) in order to save a call result.
After you add notes about the call (optional), click Reached or Not Reached.
A new set of buttons appears. Click the button that most closely matches the outcome of the call.
The next screen will allow you to select a follow-up date.
- The client will re-appear in the original dashboard category if they still fit those conditions. If they do not match the set rules for the original category at the follow up is scheduled to occur, they will appear in the Follow-ups category.
Setting a Follow-up Date via Client Note
After writing a client note, select the follow-up date you would like to and click Add Note.