CRM & Sales
Follow-ups
Tasks and follow-up management after a lead or registration.
Last updated 31 August 2026
Follow-up management
Follow-up tasks can be linked to CRM and later sales records (including registrations) so owners know what is due.
Screenshot placeholder — capture the live Smart Business 360 screen for: Follow-up list
Follow-up listRecommended practice
- Create a follow-up when you leave a conversation unfinished
- Reassign follow-ups when ownership changes
- Use collections/follow-up views if your company enables them
Steps
Sign in to Smart Business 360 at the application host.
Open the CRM & Sales module for this task.
Follow the fields and actions described in the sections above.
Save or confirm, then verify the result on the list or detail screen.
Expected result: The operation completes without errors and data reflects your changes.
Troubleshooting
- Confirm you are in the correct company context.
- Verify your role includes permissions for this module.
- Refresh and retry. If the issue persists, contact support with the screen URL.
FAQ
Where do I find Follow-ups in Smart Business 360?
Use the navigation paths and steps in this article. If a menu is missing, check module entitlements and permissions.
Why can I not access this feature?
Your role may lack the required permission, or the module may not be enabled for your company. Contact an administrator.
Was this article helpful?
Need help?
Contact the Smart Business 360 team if you cannot find the right guide.
Documentation