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Sales CRM · Core workflow

Schedule Follow-Ups, Calls and Customer Emails

Turn every customer action into a scheduled follow-up, use clickable contact data and complete the activity without leaving stale tasks.

8 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Customer phone or email
  • Assigned user
  • A clear follow-up purpose

WHAT THIS IMPROVES

  • No forgotten callbacks
  • One-click customer actions
  • Clean completed-action history
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WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Choose the follow-up action

From the customer record select Call, Email, Meeting, Quote Review or another available action.

Why this mattersThe action type determines how it appears in the queue and calendar.
SALES CRM
AccountCompany profileSchedule follow-up
TOOL SHOWNFollow-up actionSchedule follow-up
PropertiesLabelQuantityNotesStatus
Follow-up actionThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Set date, time and owner

Select when the action should occur, assign it to the correct user and add the outcome you want.

Why this mattersA notification without a schedule is not a reliable follow-up.
SALES CRM
AccountCompany profileSave activity
TOOL SHOWNCustomer workspaceSave activity
PropertiesLabelQuantityNotesStatus
Customer workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Use the customer action

Tap the phone number to call through the device handler, open the email composer with a prepared message or open the service address in a separate map tab.

Why this mattersClickable customer data reduces retyping and keeps work connected to the record.
SALES CRM
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Record the result

Add a concise note describing contact, questions, objections and the promised next action.

Why this mattersThe next employee can understand the relationship without searching private messages.
SALES CRM
AccountCompany profileSave activity
TOOL SHOWNCustomer workspaceSave activity
PropertiesLabelQuantityNotesStatus
Customer workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Complete and replace the task

Mark the follow-up complete so it leaves the active queue, then schedule the next action when one is required.

Why this mattersCompleted actions remain in history while the dashboard focuses on current work.
SALES CRM
AccountCompany profileSave draft
TOOL SHOWNWorkspace actionsSave draft
PropertiesLabelQuantityNotesStatus
Workspace actionsThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Follow-up appears in queue and calendar
  • Correct user receives the task
  • Customer action opens the right handler
  • Completed task leaves the active list

NEXT TUTORIAL

Use the Calendar for Meetings and Installations

Schedule customer appointments, software demonstrations, project tasks and installations from the connected CRM calendar.

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