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Missed Follow up - 5.0 out of 5 based on 3 votes

User Rating: 5 / 5

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Missed follow up for Leads, Deals, Payment, Quotation, Sales Visits.

Catalystk software provides missed follow up feature to follow all customers in leads, quotations, deals, tasks, payments, sales visits, etc.

Follow up is the primary tool to improve sales and collection in any company. Some times, people tend to forget the follow-up or might miss the follow up because of leave or meeting or other activities. Missed follow up is an option using which you can follow all your missed follow up. so you can follow all your customers.

 

Benefits:

Improves sales by 25%,

Improves collection by 50%

Makes life easy for sales and collection executives

 

Steps:

 1. Click the “Home” tab and "Missed_Follow_Ups" tab.

 2. Click on the Corresponding column like Deals, Leads, Tasks, Quotations to know corresponding missed follow-ups.

 3. Call Customer ---> Speak ---> Update corresponding record with conversation ---> next Follow up time and "save".

 

 

NOTE: For any clarifications Kindly contact the support team.

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