Follow-ups

Use the Follow-ups tab to schedule tasks. Follow-ups capture detail including:

Contact or Organisation that the follow-up relates to
Responsible person in your Company: This field defaults to the current User but can be assigned to any other CRM user
Type of follow-up, such as Event or Sales
Time the follow-up must be performed
Status of the follow-up
Detail, the description of what is involved

Follow-ups are included in Relationships, Sales and Marketing, Bookings Management, Service and Support, Debt Collection and Fund Raising modules. The distinguishing factor between these items is the context in which they are used. The context displays using a Type field:

Relationships Follow-ups are of Type General.
Sales & Marketing Follow-ups pertain to specific Sales & Marketing Activities and have the Type of Sales.
Booking management Follow-ups relate coordinated Bookings. These are of Type Events.
Service & Support Follow-ups are of Type Service and relate to queries of a support nature.
Debt Collection Follow-ups relate to the collection of outstanding Invoices. Their Type is Collection.
Fund Raising Follow-ups relate to donations and pledges. Their Type is Fund Raising.

You can select a different Type.

Greentree has its own Reminder Engine. The user can set a Reminder for the Follow-up.

You must be logged into Greentree to receive your Reminder. You can snooze the reminder. If snooze is selected the reminder is reset to system time (on the local machine) plus the amount by which to snooze. If this would not generally be the case and you receive a Reminder using Microsoft Outlook 2000, ensure that you publish your Follow-ups.

The Follow-ups Maintenance form consists of a number of entry and display fields. These fields display on several tabs to enable ease of entry and navigation.