You can assign follow up tasks three different ways.

  1. Follow Up Task

  2. Batch Follow Up Task (Multiple-Contacts)

  3. Campaign Follow Up

1. Follow Up Task

Select the contacts directly in their profiles. Go to your client's profile and select the follow up option. There are several actions you can choose from, either emails, calls, voice drops, texts, ect. You can also select the date and time you want to set it up, as well as the assigned team member.

Once you create the follow uo task you can check its status, date and the team member it is assigned to

2. Batch Contact Follow Up (Multi-Contacts)

You can set up Follow Up Tasks by choosing the clients you want to set them up to. Then, choose the Batch Follow Up option.

Choose the follow up action you want to set up and the action date, you can also select the staff member you want to assign the Follow Up Task.

3. Campaign Follow Up Tasks

When creating a campaign you will have the option to create a follow up task for you or your staff to complete.

You have the option to choose who the Follow UP Action can be assigned to with some flexibility inside the campaign.

Below is the order of the Follow Up Task will be assigned to:

1) If selected user from Drop Down List (DDL) then user will be assigned this follow up task.

2) If no selected user from DDL and contact has assigned staff member, then follow up task will go to the assigned user.

3) If no selected user from DDL and contact has NO assigned staff member, then follow up task will go to the creator of this campaign.

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