Manually adding (and tracking) reminder call prompts that are not part of your automated reminders is easy!


FROM THE WEB APP

Step 1: Go to the customer record and add a "Scheduled Call" to a customer's file.

Step 2: It will appear under your "Scheduled Calls" when the due date has passed. Step 3: Click on the call to see details and complete the call.
Step 4: Done.

Time Saving Tip: If you are scheduling the same follow-up call for multiple customers create a saved message template.


NOTE: Your reminder calls associated with your automated reminders will appear under your "Reminder Calls" tab. These are separate from your manually "Scheduled Calls"


FROM THE MOBILE APP

This feature is only available in the web app at this time.

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