Followups

(Use this article when you want to understand what the Follow-Up Module is and how it works as a whole.)

🔍 Overview

The Follow-Up Module in DaaI Business Suite is a central place where sales teams can view and manage all due follow-ups — whether they come from Prospects or Opportunities. It helps teams stay organised, avoid missed follow-ups, and move deals smoothly through the sales pipeline.

• Centralized Data: Keep all follow-up information in one place for easy access.
• Enhanced Sales Pipeline Management: Quickly track the status and history of opportunities.
• Improved Customer Engagement: Timely follow-ups lead to higher conversion rates and stronger customer relationships.
• Actionable Insights: The dashboard provides a visual representation of your sales activities, helping you identify areas that need attention.
• Multiple Views: Supports Grid View, Kanban View, and (if enabled in your build) a Calendar View for flexible tracking.
• With this module, you can ensure a systematic approach to managing leads and opportunities, improve follow-up accuracy, and stay organized in your sales efforts.

🎯 Purpose of the Follow-Up Module

• Keep all follow-up information centralised.
• Improve client engagement with timely communication.
• Track sales progress from Prospect → Opportunity → Negotiation.
• Maintain detailed call/meeting notes & history.
• Prioritise work using status tags (HOT / WARM / COLD) and per-card urgency tags.
• Increase conversion rate through disciplined follow-ups.

👁️ Views in the Follow-Up Module

1️⃣ Grid / List View

A simple table view (like a spreadsheet) where you can sort, filter, and search any follow-up record.

2️⃣ Kanban View

A graphical dashboard with drag-and-drop ability to change follow-up status.

How to Switch Between Kanban View and Grid View

You can easily switch the Follow-Up module between Grid View and Kanban View using the toggle buttons at the top-right corner of the screen.

1. Go to CRM → Followups.
2. On the top-right of the page, you will see view-toggle icons:
   1. Grid/Table View Icon – shows follow-ups in table format.
   2. Kanban View Icon – shows follow-ups as drag-and-drop cards.
3. To enable Kanban View:
   1. Click the Kanban View icon (the icon with three vertical columns).
   2. If you are currently in Grid View, the screen switches to Kanban View instantly.
4. To switch back to Grid View:
   1. Click the Grid/Table View icon (the square grid icon).
   2. The view changes back to the table format.

🧠 When does a Lead/Prospect/Opportunity appear in the Follow-Up list?

Prospects and Opportunities are removed from the Follow-Up Module when their state indicates they’re no longer worth pursuing. This ensures only active & relevant follow-ups are shown.

• Follow-Up Status:
  • Client Not a Fit
  • No Budget
  • Not Interested
• Prospect Type:
  • Cold
  • DND
• Opportunity Stage:
  • Closed Lost
  • Abandoned
  • Won

🔁 Conversion of Prospect → Opportunity

1. Open any follow-up that belongs to a Prospect. The system only auto-converts if all 3 qualification checkboxes are ticked:
   1. Client Needs Our Service / Product
   2. We Can Serve the Client
   3. Client Has the Budget
2. When these conditions are met and you click Save, a popup appears with the following fields:
   1. Estimated Cost: Enter the estimated project cost.
   2. Project Description: Enter the project name or a short description.
3. After Confirmation:
   1. ✔ Prospect is converted.
   2. ✔ Moved automatically to the Opportunity Module.
   3. ✔ Removed from the Prospect list.

💡 Tips for Using the Follow-Up Module

• Always update Follow-Up Status after every interaction.
• Add full notes for accurate history.
• Set the Next Follow-Up Date properly — empty dates can drop the row from the queue.
• Prospects convert automatically only when fully qualified.
• Use Kanban for daily work; use Grid for detailed review. To learn how to use the Kanban view, see Prospect Kanban view article.
  • Easily update follow-up status as the deal progresses.
  • Visual tracking of client interactions at different stages.
  • Streamlined workflow for better sales and CRM management.