Add/Remove a follow up
When creating a new inquiry the system will ask if you want to add a follow up date that the customer will receive a follow up email. If you change your mind, you can add or remove a follow up at any time. To do this:
- Go to Inquiries
- Select the type of inquiry you wish to view or select All Inquiries
- On the overview of the inquiry click Actions
- Select Follow Up or Remove Follow Up as applicable
- If you’re adding a follow-up, add a date and time you want to follow this inquiry up
- press Save