Create Follow-up
Create Follow-up
The Follow Up action button allows you to schedule a follow-up for any customer, for any specific date(s) you select, and for any specific Call Type.
When you schedule a follow up, it is personalized and linked only to your UserName in DealerMine. This means that this follow-up will not appear in any other users Followup tab.
Create New Followup
Click Followup action button and the create new followup screen will appear.
From the "Assign To" you can use the drop down to select the person who your going to assign the followup to or start typing in their username.
Select Service or Sales
Selecting Service:
Assign to will default to user creating the followup
Select a followup date using the calendar.
Choose a Followup Contact Type. (It will default to the current call type on the selected VIN)
It is not mandatory to choose a Call Type if none are selected by default.
Enter Followup comments in the box of up to a maximum of 500 characters (the text now wraps as you type).
Selecting Sales:
Select a SP to Assign to
Select a followup date using the calendar.
Select a Reason from the drop down
Select a time from the drop down
Select a Duration from the drop down (this will be the time in which the user will receive a Prompt before the Followup is due)
Enter Followup comments in the box of up to a maximum of 500 Characters.
Hit Save when done.