VS CRM
How-to Guide

Follow-Up Guide

The Follow-Up page helps you manage reminders, track interactions, and stay connected with leads and clients in one place.

Guide

Overview & Navigation

Follow these quick steps to reach the Follow-Up page in your CRM.

How to Navigate to the Follow-Up Page

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Scroll down to locate the Follow-Up Report option.
  4. 4. Click on the Follow-Up Report from the dashboard menu.
  5. 5. Your Follow-Up Dashboard will open, where you can view:
  • •Today’s Follow-Ups
  • •Tomorrow’s Follow-Ups
  • •Pending Follow-Ups
  • •Fresh Leads

Pro Tip: Keep your CRM menu organized

Pin the Follow-Up Report to your quick-access area so you never miss important reminders.