VS CRM

Follow-Ups Dashboard

To access this feature, open your CRM Dashboard and click on Follow Up Report. The Follow-Ups Dashboard page will open.

FollowUpDashboard1

Follow-Up Dashboard Instructions

  • Step 1

    To view the follow-up reports, navigate to the Follow-Ups page.

  • Step 2

    The page displays multiple sections: Today’s Follow-Up, Tomorrow Follow-Up, Pending Follow-Up, and Fresh Lead.

  • Step 3

    Click on any section to view specific follow-up details.

  • Step 4

    Explore detailed reports and manage your follow-ups from the dashboard.

FollowUpDashboard

Quick Actions

Today Follow-Up Tomorrow Follow-Up Pending Follow-Up Fresh Lead

⚠️ 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.