Response Follow-Up
Response Follow-Ups are used to track contacts made between the user assigned the Response and the participant who is interested in the Opportunity. To create Response Follow-Up records, launch the Response Follow-Up Tool on your mobile device or desktop, fill out the required fields, and save. A Response Follow-Up record is created so you know exactly who followed up and when.
You can also create a Response Follow-Up from either the Response Follow-Ups page or (more commonly) within an open Response by using the Follow Ups tab.
Response Follow-Up Fields
- Response
- The Response that the follow-up is associated with.
- Follow-Up Date
- The date the follow-up contact was made.
- Action
- The type of contact that was made.
- Notes
- Any additional information about the contact that should be recorded.
Adding Response Follow-Ups
The best practice way to add one or more response follow-ups is to use the Response Follow-Up Tool.