Customer Follow-Ups
Getting many inquires, but unable to convert them to potential customers? Or are you forgetting to keep tab on customers? Follow these simple steps to become hero from zero with Zenys.
Zenys offers you features for scheduling follow-up calls, and assigning them to team staff so you can level up your prospecting efforts. You can update the outcome and the status of the follow-up calls and keep track of them effortlessly.
In this guide, we’ll review how to:
To create a Follow-Up
- In the customer/contact profile, click on “Calls” tab.
- Click “Add” . Fill in the Follow up Call details. If the follow-up is related to a particular sale or a support ticket you can tag it here. Schedule the call date and time and assign the call to your team member. Once done, click Add.
You can view the list of upcoming and overdue calls in the “Call details page”.
Or,
- Click on the plus icon next to your profile icon and select ‘ Follow-up“.
- Fill in the ‘Add Call’ pop-up. Once done, click ‘Add.
To Update a Follow-Up
Once you have made the call, you can update the call status and outcome. If the customer has not picked up the call or has requested another follow-up, you can schedule the next follow-up call date and time in this call sequence so you don’t miss out on it.
- In the customer/contact profile, click on “Calls” tab.
- Update the call status and outcome. (You can configure the fields and drop-down options in the call settings.)
- Fill in the corrections and click update.
Or,
- In the left navigation bar, click on the ‘Activities‘ and select ‘Call‘.
- Click to open the respective Call from the list you wish to edit.
- Fill in the corrections and click update.
To mark the Call Completed
- In the customer/contact profile, click on “Call” tab.
- Click on ‘Done’ on the Call to mark it as completed.
Or,
- In the left navigation bar, select Call from the Activities icon.
- Click on the tick mark next to the completed call to mark it as completed.