How-to

Follow-Ups Dashboard

  1. 1

    If you want to see any report of follow-ups, go to the Follow-Ups page.

  2. 2

    Here you will find multiple sections like Today’s Follow-Up, Tomorrow Follow-Up, Pending Follow-Up, and Fresh Lead.

  3. 3

    If you want to view details of any specific section, simply click on that section.

  4. 4

    You can explore detailed reports and manage your follow-ups more effectively from here.

FollowUpDashboard

⚠️ Important Note

The Follow-Ups Dashboard gives you a complete overview at a glance. Make sure to check the pending follow-ups regularly to avoid missing important tasks.