Customer Follow-Ups| Product Guide

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.

Step 1 – Create a Follow-Up

  • In the customer/contact profile, click on “Calls” tab.
  • Click “Add” . Fill in the Follow up Call details in the “Add Call” box. 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”. Add the call details and tag to a customer or sale if needed. Once done, click ‘Save’.

Step 2 – Edit a Follow-Up

  • In the customer/contact profile, click on “Calls” tab.
  • Click on Edit next to the follow up call which you want to edit.
  • Fill in the corrections and select 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 select update.

Step 3 – Mark the Call Completed

  • In the customer/contact profile, click on “Call” tab.
  • Select the tick icon (icon) on the Call to mark it as ‘Done’.

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.
  • View the completed Follow-Up under Completed Follow-up section.

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