How to Use Grid View for Follow-Up

(Use this article when you want to search, filter, sort, or update many follow-ups in table form.)

Grid View shows all follow-ups in a table format. It is ideal for users who prefer a structured, data-focused layout.

📍 When to Use Grid View

• Handle large numbers of follow-ups
• Apply filters (by name, date, status, etc.)
• Do quick inline edits
• View full details in a single row
• Update multiple records efficiently

📊 Columns in Grid View

• Status Tag (From Prosepct Status or Opporutnity Status)
• Client Name
• Company Name
• Phone
• Email
• Follow-Up Date
• Follow-Up Time
• Follow-Up Status
• Prospect/Opportunity Status

🔧 Features in Grid View

1. Sorting: Click column headers to sort:
   1. Oldest → Newest
   2. A → Z
   3. Hot → Cold
2. Filtering
   1. Follow-Up Status
   2. Prospect / Opportunity
   3. Date range
   4. Name
   5. Assigned User

Here is the rewritten, clean, easy-to-understand version — with all details included and nothing removed:

➕Add Follow-Up

Follow these steps to add a new follow-up entry for any Prospect or Opportunity:

1. Open the Lead
   1. Click on any lead listed in the Grid View.
   2. This will open the detailed view of the selected lead.
2. Open Follow-Up History
   1. Click on the Follow-Up History tab.
   2. This tab displays the full Follow-Up Form.
3. Fill the Follow-Up Form Enter the following details (if applicable):
   1. Follow-Up Status
   2. Prospect Status (Prospect only)
   3. Next Follow-Up Date
   4. Qualify Lead Options (Prospect only):
      1. Client Needs Our Service/Product
      2. We Can Serve the Client
      3. Client Has the Budget
   5. Notes (text description of the call/meeting)
4. Click Save to save Follow-Up

• The details you entered will be stored in the lead’s Follow-Up History, visible as a timeline entry.
• If prospect is qualified then converted to Opportunity (Ref – Convert Prospect → Opportunity)

💡 Tips for Grid View

• Use filters to narrow down your daily list
• Always set the next follow-up date
• Grid is the best for handling bulk follow-ups
• Use View to see full history before calling a client
• Once followup added cannot be changed later.