Basics

• The Response Follow-Up Tool allows you to quickly add a Response Follow-Up record for one or multiple individuals. And it's mobile-friendly, so you can add responses on the go!
• From the tool, a User can set ...
  • Follow Up Made By: A required field that will be auto-populated with the logged-in User. But any User with at least one Security Role can be selected from the dropdown menu.
  • The Follow Up Type: A required field indicating what was done to follow up on the Response.
  • The Follow Up Date: A required field noting the date the follow-up action was completed. Tapping the calendar icon will autofill the current date.
  • Notes: A required field for any notes the User has regarding the Response. You can add up to 2,000 characters and a handy counter will let you know how much more you can say.
• After saving, the tool will reset so additional Response Follow-up records can be added.

Desktop

• The Tool can be launched from an open Response or selection of Responses.
• If launched from a selection of Responses, the number will be noted in the tool.
  

Mobile

• The Tool can be launched from an open Response.

Initial Setup

The Response Follow-Up Tool is available on the Opportunity Responses page. SPoCs can grant Users access via the normal process.

Using the Response Follow-Up Tool

Desktop

1. Opportunities > Responses
2. Either
   • Select one (or more!) Response
   • Open a Response
3. Tools > Response Follow Up
4. Select the Follow Up Type
5. Select the Follow Up Date
6. Add any notes
7. Save

Mobile

1. Opportunities > Responses
2. Open a Response
3. Tools > Response Follow Up
4. Select the Follow Up Type
5. Select the Follow Up Date
6. Add any notes
7. Save