Follow-ups & Reminders
Plan the next customer contact and review due work from your dashboard. Reminders are shown in the app; messages are sent manually in WhatsApp.
1. Open an inquiry
Go to Inquiries and open a customer record. Your account needs inquiry access; saving follow-ups requires Manage Inquiries permission.
2. Assign the next action
In Follow-up & Notes, select an active team member, choose the next follow-up date and time, and add customer notes. Save your changes.
3. Review today's work
The dashboard shows follow-ups due today and overdue. Open the due queue to work through customers. Converted and lost inquiries are excluded from this queue.
4. Contact the customer
Choose a WhatsApp message template, review the text, and open WhatsApp. You send the message there. After speaking to the customer, choose Mark contacted and set the next follow-up or clear its date.
5. Keep records accurate
Update the inquiry status, source and lost reason as the deal progresses. Mark contacted does not reopen converted or lost inquiries.