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  10. How does the Follow-up Module support effective follow-up management in the CRM?

How does the Follow-up Module support effective follow-up management in the CRM?

The Follow-up Module in the DAAI Business Suite CRM includes both Kanban View and Grid View for managing follow-ups.

  • Kanban View: Displays follow-up records for prospects and opportunities, allowing users to drag and drop records between columns to update their follow-up status quickly.
  • Grid View: Provides a structured layout for tracking detailed follow-up statuses and dates.

This dual-view functionality ensures users can efficiently track, update, and manage follow-ups for prospects and opportunities, improving overall customer engagement and task completion.