CRM Phase 2 - Flipbook - Page 21
STEP
PROCESS
STEP 1
Within My CRM select My Tasks. From here all follow-ups due are shown.
STEP 2
The display will show any contacts which are either due for the week shown or which
are overdue and have not been dealt with by the follow-up date.
Using the navigation buttons it is also possible to view and access follow-ups which
are due ahead of today.
From here left click on the contact, presented will be the follow-up or if any outstanding
contacts exist these will now be displayed in the diary based upon a day view giving
the date and time the follow-ups were due:
STEP 3
Select the required follow-up.
STEP 4
For information on now to complete a follow-up refer to process 02.003.02 L1
Satisfying a Contact.
On Screen Follow-ups
02.003.06 L1 9304E
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