Follow-Up Types

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.

crm_list_thumbnail.png


Field Descriptions

Basic Tasks

Add Follow-Up Types

View Reports

Advanced Tasks

Export Follow-Up Types

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:

  1. Open the Follow-Up Types screen from the side menu > Settings > Add-ons > CRM.

    FollowUpTypes1.png

  2. In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.
    • Follow-Up Type

    • Active

  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 > Settings > Add-ons > CRM.

    FollowUpTypes2.png

  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. 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 > Settings > Add-ons > CRM.

    FollowUpTypes3.png

  2. In the list view, click More > Export as CSV.
  3. 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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