Staying on Top of Follow Ups

Following up with your Contacts is one of the most important aspects of building stronger relationships with them. Without an effective method of following up you risk losing customers, as they feel they aren't being responded to in a timely manner.

Don't let those important follow-ups slip through the cracks. Using Tasks in Daylite to create follow-ups and follow-up schedules helps keep you in touch with your clients.

Creating a Follow-Up

When you view a Person or Company, you can create either:

• A follow-up Task (Activity > My Tasks)

• A follow-up Appointment (Activity > Appointments)

Either of these creates a Task or Appointment that is linked to the Person or Company.

Tasks and Appointments are both great at managing follow-ups because Daylite will remind you when they are due, show that they are overdue, and they will stick around until you mark them as complete.

Locate the Contact and select the Activity View.

Scroll down to All Activity, then tap either My Tasks or Appointments.

Tap the + button to create a New Task or Appointment.

Be sure to put Follow Up in the title to help draw the eye.

Tap Set a due date and Reminder to choose when you want to be notified to follow up.

Pro Tip:

Building stronger relationships with your clients often means staying in touch on a regular basis, but sometimes it's hard to remember to check in with all your clients all the time. By setting a series of reminders for each of your follow-ups with just a couple of clicks, Daylite will do the remembering for you.

Viewing Your Follow-Ups

Once you have successfully created a new Task or Appointment named Follow Up, you will be able to see this them listed chronologically in your Contact's Activity View.

Wrap Up

Setting consistent Follow Ups for Tasks and Appointments will help you build better relationships with your clients. Let Daylite remind you to follow up, and you can focus on the work at hand.