Adding follow-ups helps you stay on track with customer communication and ensures no lead is missed. Follow these steps to add a follow-up for any lead in Movermate:
Open the Lead Summary
Navigate to the Leads section from the left-side menu.
Open the lead from the table for which you want to add a follow-up.
This will take you to the lead’s summary.
Navigate to the Suggested Actions Panel.
On the right-hand side of the lead summary screen, locate the Suggested Actions area.
Click the Actions dropdown to view all available actions you can perform for the selected lead
Select “Add Follow Up”
From the dropdown menu, click Add Follow Up.
A follow-up sidesheet will slide in from the right.
Enter the Follow-Up Details
In the follow-up panel:
Select the follow-up date and time.
dd a description or reminder note explaining the purpose of the follow-up.
Providing clear notes helps you and your team understand the context later.
Save the Follow-Up
Click Add Follow Up to save the entry.
The follow-up is now successfully added to the lead.
Review in Activity Log
Your newly added follow-up will appear in the Activity Log, allowing you to easily track all interactions and scheduled actions for that lead.
Note: Ensure browser notifications are enabled so you receive follow-up alerts promptly. Movermate will send you a reminder at the scheduled date and time.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!