Reminds you of the right order at the right time.
A follow-up is linked to an order or a customer, and has a priority and a responsible person. It also appears as an appointment in Outlook or on the iPhone.
How nothing gets left behind
- On the order or customerYou create the follow-up exactly where it belongs.
- Priority and responsibilityEach follow-up has a priority and a responsible person.
- In the calendar you already useFollow-ups are transferred as appointments to Outlook or the iPhone.
- Colour shows urgencyA notice in the sidebar shows due appointments: yellow for due soon, red for overdue.
- Tasks in the CRMTasks with a follow-up are linked to the contact, company or customer and collected in the sidebar. More in the CRM.
Related
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