📅 Schedule Manual Follow-Ups & Stay on Top of Every Lead!

Not all follow-ups should be automated! Now, you can manually schedule follow-ups and track them seamlessly alongside automated ones. This ensures no lead slips through the cracks and every opportunity is maximized.

Why This Matters:

✅ Full Control – Schedule follow-ups for any lead, anytime.
✅ Seamless Tracking – View manual & automated follow-ups in one place.
✅ Calendar Integration – Keep tabs on upcoming follow-ups via the Events Calendar.

📍 How to Use:

1️⃣ Go to the Work Request
2️⃣ Click Add Event on the right
3️⃣ Select Follow Up Event as the Event Type
4️⃣ Set the Date, Time, and Assign a User
5️⃣ Add a description (optional) and hit Save

💡 All manual follow-ups will appear in the Virtual Follow-Up Assistant under the Sales menu.

🔗 [ 👉 Start scheduling follow-ups now & close more deals! ]

🔍 Looking for similar updates? Try these search keywords:
#FollowUpManagement #SalesPipeline #LeadTracking #CRMEnhancements