Select a default follow-up type for a status

Audience:
settings
•
Version: 9
• 1 minute to read
 • 1 minute to read
Note

Activity monitors require a Sales Premium or Service Premium user plan. For older, on-premise versions of SuperOffice, a separate Sales Intelligence license is needed.

Why set up a default follow-up type?

When you come across a company (contact or project) with a status that requires your attention, you'd be able to click in the middle of the card and a new follow-up will open. This default follow-up could contain text that clearly states what you need to do with a company (contact or project) that has this specific status.

Steps

You can specify a default follow-up type and descriptive text to be displayed in SuperOffice CRM when the user clicks Create follow-up in the status dialog.

  1. Open the SAINT screen and select the Company, Contact, or Project tab.

  2. Select the required status in the status list on the left of the screen.

  3. Click the Create follow-up tab.

  4. Click the icon arrow button to the right of the Type field, and select a follow-up.

  5. Enter the required description.

What would you like to do now?