Follow-Ups
1. FUNCTION
- Follow-Ups is a list of tasks to be tracked that employees exchange with customers, displayed in chronological order.
- TaCRM supports you to store follow-ups as a list as a customer care process. From there, it is possible to optimize the process of approaching and taking care of customers before, during, and after the sale to help increase your sales.
- You can use filters to search for Follow-ups according to your needs: Search by keyword, By Type of Follow-ups or by Date Range by entering search terms. Click 
for the system to display a list of appropriate Follow-ups.
2. TUTORIAL
a, Add new Follow-ups:
Step 1: Click 
, the system displays popup like image.
Step 2: Fill full the information.
Step 3: Click 
to finish.
b, Edit Follow-Ups
Step 1: In the list of Follow-ups, click 
> Edit Follow-Ups.
Step 2: At the modification information panel, you enter the information to be modified including:
- General:
- Reminder:
Step 3: Click 
or 
corresponds to the data modification area to store information.
c, Delete Follow-ups:
Step 1: In the list of Follow-ups, click > Delete.
Step 2: Choose OK to agree to delete Follow-ups or CANCEL to Cancel the newly created delete command.
Update: 12/2022
