What are followups?
Followups are an important tool for keeping track of things in day-to-day agency work. In Die Agenturverwaltung, followups serve as a reminder for a user.
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Followups are an important tool for keeping track of things in day-to-day agency work. In Die Agenturverwaltung, followups serve as a reminder for a user.
They can be created, for example, in contacts, jobs or financial documents and will then remind the relevant person at the desired time with a notification that appears under the menu item "Wiedervorlagen".
Application scenarios A customer asks for 6 weeks to approve an estimate; the project manager could set a followup for themselves in six weeks to remind them to follow up on this estimate. A new business contact we spoke to today cannot make a decision about an assignment at this time because they are waiting for other developments in their company. However, they ask for a callback in four months. We can, for example, automatically set this contact to reappear for our head of sales in four months with a note about our conversation today. Certain usage rights for the music of a film we produced for a customer expire in 2 years; it is reasonable to assume the customer will want to extend the use of the film (and thus the music). The project manager sets a followup for an appropriate time—e.g., in 22 months—to be reminded that they can offer the customer a re-licensing in good time. If the project manager is no longer with the company at that time, the followup is automatically transferred to their successor.
On the one hand, a followup can be created for yourself, for example to remind yourself of a date to follow up on an estimate that has not yet been approved. Alternatively, you can assign a followup to another team member to point them to a deadline or a necessary process step or task, or simply to inform the team member.
Tip: Use followups as a record of conversations In many cases it can make sense to create a purely informational entry in the followups without actually resubmitting it to someone.
Examples: "Call attempt on 28.04, not reached" "Max Muster left the company in July." "Not interested in content marketing"
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