We are experiencing soooo many issues with creating follow ups and
converting them simply because there is no way to attach follow ups to
customer files. If a tech asks us to call someone for a replacement
opportunity and the customer doesn't pick up...
When we mark a lead as a follow up since we did not book the job there
is no way for a CSR member to really know that, that follow up that was
created should be booked from the follow up tab unless they know where
to look. We think it would be helpfu...
Thanks for the reply! We actually do all of this already. We have just
found its extremely difficult to find a customer in this tab. Say for
instance we call someone to schedule a lead and we cant get in touch
with that customer. We close and classif...