CRM Help

Follow-ups

By using the Pulse feature you can stay on top of all your sales updates. You can follow important leads, accounts, contacts and potentials to keep track of their activities and updates in close to real time. This allows you to identify the inactive records and cold prospects instantly, and take appropriate action.

When the Pulse feature is enabled for you, the Follow and Unfollow buttons will be available for records in the Leads, Accounts, Contacts and Potentials modules. You can select the pertinent records and manually follow or unfollow them one by one. This process of following and unfollowing can also be automated based on specified criteria, by using the Workflow Follow-ups.

Consider the following scenario:

You want to follow and receive updates on all the important deals that have an opportunity of more than $1000. For this you can simply create a Follow-up and associate it to a workflow rule. When a record meets the criteria of the rule, the workflow rule will be triggered along with the Follow-up.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.

To create workflow follow-ups

  1. Click Setup > Automation > Workflow > Follow-ups.
  2. In the Follow-ups page, click Configure Follow-ups.
  3. In the New Follow-up page, do the following:
    • Enter a Name for the follow-up.
    • Choose a Module from the drop-down list.
    • Select Follow or Unfollow to specify the type of Action that needs to be performed.
    • Select the appropriate options under Make the selected users to follow the Leads.
      The records will be automatically followed or unfollowed by the concerned users. 
  4. Click Save.

Note

  • The modules supported in Pulse are: Leads, Contacts, Accounts and Potentials. Workflow Follow-ups can be created only for these modules.
  • Workflow Follow-ups cannot be associated to a workflow rule if the Execution Criteria selected for a rule is 'Delete'.

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