Gro CRM Tutorial

Creating Followups

Jan 01, 2017 Last Update

 
 

Introduction

Followups are contacts you need to followup with. Followups can be managed in both the Followup Queue and Tasks.

Adding Followups

To create a followup task:

  1. Click the Followups icon in the navigation bar.
  2. Click the plus icon in the upper right corner of the screen.
  3. In the Task Details section, give your task a subject name.
  4. If the task pertains to a contact, you may select the contact from the list. This is an optional field.
  5. By default, the task will be assigned to you. If you wish to assign it to another Gro CRM user, select their name from the list.
  6. Select the task's due date.
  7. Assign a priority to the task.
  8. In the Followup section of the task creation screen, turn the Add to Queue switch on.
  9. In the Events section, turn the Add to Events switch on if you'd like your task to not only appear in your task list, but to be displayed on your Events calendar as well.
  10. Type in any import notes regarding the tasks to be completed in the Notes section.
  11. Click the Save button in the upper right corner of the screen.


Followup tasks can also be created from the Tasks icon in the navigation bar. Click the plus icon in the upper right corner of the screen and follow the same process described above.
Editing a Followup

Followups can be managed in the followup queue, however any changes must be made within Tasks.

To edit a followup:

  1. Click the Tasks icon in the navigation bar.
  2. Next, click on the Followups folder and select the task you wish to edit.
  3. If you wish to mark the task as a Favorite, click on the gray heart icon to the right of the task name. Once the task is marked as a favorite, it will turn red. Click it again to un-mark as a favorite.
  4. Make any additional changes by simply clicking the field you wish to edit.
  5. Click the Save button in the upper right corner of the screen.


Ready to get started

Gro CRM the Small Business Platform Made for Apple Users


Made with in California
© 2018 Gro Software, LLC.
"This is our most-likable website ever"