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How do I set a follow-up?
You can set a follow-up for a customer if you click on the customer contact from any screen. On the Customer details page, click on Schedule. As soon as you click on Schedule you will be asked to select the follow-up date and time. On successfully ...
Where can I see my follow-ups?
Follow-up is a call-back reminder that you set for the customers. The follow-up that you have set up for the customers will be listed under the Scheduled calls screen. This is check of customer with whom you have to follow-up on the specific date and ...
Can I add multiple follow-up for the same customer?
No, you cannot add multiple follow-ups for a particular customer. You can add a single follow-up for a customer. You can click here to follow the steps to set a follow-up.
Can I see the follow-up that I added in web account?
We keep the web and the mobile app in sync. Therefore any follow-up that you add will be available in both web and mobile. The follow-up added for a customer through the web account will be updated here.
How can I recharge my credit balance?
You can follow these simple steps to top up your coin balance: Please note: This feature is not available in the free trail plan.