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.