Overview
Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.
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.
Basic Tasks
Advanced Tasks
Field Descriptions
| Field Name | Field Description |
| CRM > 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 active and 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:
- Open the Follow-Up Types screen from the side menu > Settings > Add-ons > CRM.
- In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.
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Follow-Up Type
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Active
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Click Done. The new follow-up type is displayed in the grid.
View Reports
To view a report:
- Open the Follow-Up Types screen from the side menu > Settings > Add-ons > CRM.
- In the list view, click More > View Reports.
- Select a report from the Report List dialog. It opens in the viewer.
- 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:
- Open the Follow-Up Types screen from the side menu > Settings > Add-ons > CRM.
- In the list view, click More > Export as CSV.
- A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.