Zenvlo CRM guide

Follow-ups

Never forget to call, email or chase. Every follow-up has an owner, a time and a reminder.

Open Follow-ups in the sidebar.

Create one

  1. 1
    Press New follow-up.
  2. 2
    Write What needs to be done? for example "Call Priya about the quote".
  3. 3
    Under Related to choose Lead, Contact, Company or Deal, then type the name and pick it from the list. You never type an ID.
  4. 4
    Choose When, using the quick buttons Today 5 PM, Tomorrow 9 AM, In 3 days or Next week.
  5. 5
    Set the Priority (Low, Medium, High or Urgent) and Assign to (it is you by default).
  6. 6
    Choose Remind me: at the time, 15 minutes before (the default), 30 minutes, 1 hour or 1 day before.
  7. 7
    Add notes and press Create follow-up.

Work through them

The New follow-up dialog
Creating a follow-up by picking the record by name.
TabShows
My pendingEverything you still need to do.
TodayDue today.
UpcomingDue later.
OverduePast their time and not done.
MissedMissed completely.
All follow-upsEveryone’s, with search and filters for record type, priority and status.

Tick the circle on a row to mark it done. Click a row to Complete, Reschedule (with an optional reason) or Cancel it.

PreviousDeals and your pipelineNextTasks, meetings, calendar and documents

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