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 time.
To know how can you set a follow-up follow this article: How can I set up a follow-up?
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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.
What is a follow-up?
Follow-up is a call back reminder that you set for customers. The follow-up that you have set up for the customers will all be listed on the Scheduled screen. If you wish to know how to set a follow-up then you can refer to this article : How to set ...
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 Agent-status?
Want to know which agents are available for calls and which ones are on a break? We've given you not one, but two places where you can check this info: 1. Live Calls Dashboard Shows the list of all agents, and their current status. 2. Agent-Settings ...
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.