Record the next action
- Open the customer or follow-up area and choose the next action and due date.
- Assign it to the responsible person when your role permits.
- After doing the work, record the outcome and mark the follow-up complete.
- Completing a follow-up records the reported outcome; it is not proof that a visit, sale, or payment occurred.
- Follow-up changes require a connection and are separate from the mobile offline check-in and sale queue.