The Collabox at the service of effective teamwork!
The operation follow-ups allow you to assign a task related to an intervention in the“Contact Form”. This function optimizes collaboration between colleagues and avoids numerous email exchanges to delegate a task or a follow-up to a client.
In the Contact Form, you will find at the bottom right, the block that allows you to create your operation follow-ups.
1- Choose the user for whom the tracking is intended
2- Indicate a due date and/or a follow-up priority, according to your working methods
3- Write your comment in relation to the operation, this one will describe what you ask for as a follow-up of the operation
When a new follow-up is assigned, an exclamation mark will appear next to it until it is accessed by the designated person:
We’ve also added the ability to change the follow-up due date.
The operation follow-ups can be found in the calendar, whether by day, week or month.
You just have to check this box exclusive to the CRM Module:
Watch several video tutorials on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you.
info@collabox.com (418) 907-9274
