How-to

Todayโ€™s Follow-Up

  1. 1

    If you want to see Todayโ€™s Follow-Up, click on the Todayโ€™s Follow-Up section from the menu.

  2. 2

    Here you can easily see all the follow-ups scheduled for today.

  3. 3

    Check the details of each follow-up to ensure you donโ€™t miss any important tasks.

  4. 4

    Update or manage todayโ€™s follow-ups directly from this section.

โš ๏ธ Important Note

Make sure to complete all the follow-ups listed for today to maintain smooth client communication and avoid delays.