Configure Activity Follow-up Settings – Salesmate

Salesmate has introduced a new feature designed to help users streamline their task management process. With this feature, users can set up automatic reminders that prompt them to create follow-up tasks after they've completed a particular activity, ensuring that important actions and follow-ups are not overlooked and are efficiently managed.

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How to Configure an Activity Follow-Up Settings

To Configure an Activity Follow-Up Settings,

Navigate to the Profile Icon on the top right corner
Click on Set-Up
Head over to the Modules Category
Click on Activity

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Head to the Follow-Up Activity Settings
Here, toggle on to the “Set preferences for follow-up activity reminders" to get a prompt for setting up a follow-up activity every time a User marks an activity as Completed
Here, select
- Due Date: The date when the next follow-up activity should start.
- Due Time: The time when the follow-up activity should start.

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How to Schedule an Activity Reminder Follow-Up

Once the option is enabled, you can Schedule a Follow-up while marking an Activity as Completed

Select the Activity that you wish to mark as Completed

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It would open a pop up to select the following details,
Tick on the Schedule a follow-up option

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Select the Outcome

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Select the Type of the Activity

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Select the Day that you wish to Follow Up

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Click on Save.

You can schedule

Activity Listing screen

To schedule an Activity Follow-up from the Activity Listing Screen

Navigate to the Activity module from the left sidebar
Select the Activity

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Activity Quick View

To schedule an Activity Follow-Up from Activity Quick View

Select the Activity and open it a Quick View

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Records Detail View

To schedule an Activity Follow-up from the Records Detail View

Select the Record and open the Detail View
Select the Activity and mark it as Complete
A pop will appear to set the Follow-Up

Dashboard

To schedule an Activity Follow-up from the Dashboard

On Dashboard navigate to the My Agenda Widget
Here select the Activity to Mark as Complete

A pop-up to Set the Follow up will appear

Search

Configure Activity Follow-up Settings Follow

How to Configure an Activity Follow-Up Settings