CommEngine
  • About CommEngine
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  • SLA
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  • HOW YOU CAN MEASURE YOUR CXM (CUSTOMER EXPERIENCE MANAGEMENT) EFFORT
  • Feature Guideline
    • CommEngine Introduced the New Follow-Up Feature
    • AUTO-ASSIGN: CommEngine IJM
      • Things To Know About Auto-Assign
      • CommEngine Intelligent Job Manager
      • DISTRIBUTION PROCEDURE: HOW TO GET RID of MESS :)
      • NEED MORE TECHNICAL EXPLANATION? HERE IT IS .ed
    • Account Opening
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    • Filter by Time and Customize Date
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    • Assign Management & Notification Mail
    • Search a user in the inbox
    • How to set Follow-Up Reminder
    • Token Refresh
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    • Social Media Guide
    • Token Refresh
    • Order Management with CommEngine
    • Lead management
    • Lead Management lifecycle
    • How to Set Company Logo
  • Feature Guideline Bangla
    • Sign Up
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    • Query management ( Feeds)
    • Token Refresh
    • How to purchase Campaign Balance
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  • Guideline to CRM
    • CommEngine Social CRM 101
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  1. Feature Guideline

How to set Follow-Up Reminder

Now you can assign

Case 1: From feeds Stream: Click Assign button > A window will popup (look at below) click required follow up? > set your desired time & date (Ex. 10 September 2019 Time 12:00 P.M). [It will show a prompt on 10 September 2019 Time 12:00 P.M (Today)… In case of Overdue, You can find it in follow-up tab’s Overdue. In case of Upcoming date, you will find it on Follow-up tab’s next.]

Case 2: From feeds, Assign Click Follow Up button > set your desired time & date (Ex. 10 September 2019 Time 12:00 P.M).

Case 3: From feeds, Re-Assign Click Re-Assign button > A window will popup (look at below) click required follow up? > set your desired time & date (Ex. 10 September 2019 Time 12:00 P.M).

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Last updated 5 years ago

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