Required Follow-up is a feature that ensures that every open Deal will have a scheduled next step. This helps maintain smooth communication with customers and prevents any opportunity from falling through the cracks. With this feature, you can be sure that no Deal will remain without a scheduled Activity.
Enabling the feature in settings
Before you start using the feature, it must first be enabled, and this can only be done by an administrator. In the top right corner, click on your name, select Settings » Record Settings » select the entity Deal and immediately in the first panel, activate the option Required Follow-up for open Deals using the slider.
In the settings, the administrator can further specify which open stages the feature will trigger for. Just click the slider next to Limit to deal stage, press the green button Select stages and in the dialog window check the desired stages. If you have multiple Trade Types, you can configure the settings for each type separately.
How mandatory Follow-up works
Once a user creates a Deal in an open state, after saving, a window will immediately appear for creating a subsequent Activity . If they do not create the activity and close the window using the cross, a yellow bar will light up at the top of the CRM, indicating that no subsequent activity has been created for the Deal.
The bar contains a button Schedule, which, when clicked, opens a window with a list of all open Deals for which you are the owner and that do not have an activity scheduled. From this dialog window, you can gradually schedule an activity for each Deal using the blue button Schedule on the right side of the specific Deal.
The window will open every 15 minutes and remind you that activities need to be scheduled. However, the reminder will not block you from working, as it can be temporarily postponed using the button Postpone by 15 min. and continue with other tasks.