Often, an initial call will result in the need to schedule a follow-up, but keeping track of follow-up calls can be tricky. iCarol allows you to schedule optional follow-up calls after each call, and those follow-ups can be assigned to the original phone worker or a different one.
Follow-up call appointments contain relevent detailed information about the task, the subject and any important notes. There is no limit to the number of follow-up activities that can be attached to a call. As follow-up activities are due, they will be highlighted in the main Calls page on the Follow-up Menu until they are closed out manually.
Want to know more about this or any other iCarol feature? Feel free to connect with us by emailing: info@iCarol.com