Follow-Up Types

Overview

Follow-Up Types represent different category-like identifiers that help to organize the sales follow-ups in Core CRM. It refers to the list of your company’s common sales or business development-related tasks that are used to categorize your follow-ups. Follow-up type can be a follow-up call, meeting, email, etc. Click to watch this video on creating CRM lists in Core.


Field Descriptions

Basic Tasks

Add Follow-Up Types

View Reports

Advanced Tasks

Export Follow-Up Types

Field Descriptions

Field Name Field Description
CRM Lists > Follow-Up Types >
Follow-Up Type Type or category of follow-up in Core CRM, say a follow-up call with a client.
Active Indicates whether a follow-up type is available to be used in your sales follow-ups.

 

Add Follow-Up Types

To add a follow-up type, watch this video or follow these steps:

    1. Open the Follow-Up Types screen from the side menu > Lists > CRM.


    2. In the list view, click Add and enter the required information in the top row of the grid:

      • Follow-Up Type: Type or category of follow-ups in Core CRM, say a follow-up call with a client.

      • Active: Indicates whether a follow-up type is available to be used in your sales follow-ups.

    1. Click Done.

The new follow-up type is displayed in the grid.

View Reports

To view a report:

    1. Open the Follow-Up Types screen from the side menu > Lists > CRM.

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

 

Export Follow-Up Types

In Core, you can export the follow-up types to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export follow-up type records to a .CSV file, watch this video or follow these steps:

    1. Open the Follow-Up Types screen from the side menu > Lists > CRM.

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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