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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 View: Supports both List View and Kanban 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)
  • Increase conversion rate through disciplined follow-ups

👁️ Views in Follow-Up Module

1️⃣ List/Grid View.(Simple tabel view like spreadsheet where you can sort, filter, search any lead followup)

2️⃣ Kanban View (A graphical dashbaord with drag-and-drop ability to change lead status).

How to Switch Between Kanban View and Table/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 (just below the Timesheet button), you will see two 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 3 vertical columns).
    2. If you are currently in Grid View, the screen will switch 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 will change back to the table format.

🧠 When any Lead/Prospect/Opportunity displayed in followup list?

Prospects/Opportunities are removed from Follow-Up Module when: This ensures only active & relevant follow-ups are shown.

  • Follow-Up Status:
    • Client Not a Fit
    • No Budget
    • Not Interested
  • Prospect Status:
    • Cold
    • DND

🔁 Conversion of Prospect → Opportunity

  1. If you open any Followup (Which must be Prospect . only 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 user clicks Save, a popup appears with following fields :
    1. Estimated Cost: Enter estimated propject cost
    2. Project Description: Enter Project Name or Short Description about project
  3. After Confirmation
    1. ✔ Prospect is converted
    2. ✔ Moved automatically to Opportunity Module
    3. ✔ Removed from Prospect list

💡 Tips for Using Follow-Up Module

  • Always update Follow-Up Status after every interaction
  • Add full notes for accurate history
  • Set Next Follow-Up Date properly
  • Prospects convert automatically only when fully qualified
  • Use Kanban for daily work; use Grid for detailed review To learn how to use KanBan view visit 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

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