What are Followup Status in the Thulo Cloud CRM?

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In a CRM system, "follow-up statuses" represent the current state or stage of follow-up activities associated with contacts, leads, or opportunities. These statuses provide insight into the progress and status of follow-up actions, helping sales and customer service teams track their interactions and ensure that tasks are completed in a timely manner. Here are some common follow-up statuses found in CRM systems:

  1. Not Started:

    This status indicates that the follow-up activity has not yet been initiated or started. It serves as a reminder that action needs to be taken but hasn't been started yet.



  2. In Progress:

    Follow-up activities that are currently ongoing or being actively worked on are marked as "In Progress." This status indicates that the follow-up action has been started but is not yet completed.



  3. Completed:

    When a follow-up activity has been successfully carried out or completed, it is marked as "Completed." This status indicates that the follow-up task has been finished and any necessary actions associated with it have been taken.



  4. Scheduled:

    Follow-up activities that have been planned or scheduled for a future date and time are marked as "Scheduled." This status indicates that the follow-up action is planned to take place at a specific time in the future.



  5. Pending:

    Follow-up activities that are awaiting further action or awaiting a response from another party are marked as "Pending." This status indicates that the follow-up action is on hold or pending further information or action.



  6. Overdue:

    Follow-up activities that have not been completed within the expected timeframe or deadline are marked as "Overdue." This status serves as a reminder that the follow-up task is past due and needs to be addressed promptly.



  7. Cancelled:

    If a follow-up activity is no longer necessary or relevant, it may be marked as "Cancelled." This status indicates that the follow-up action has been cancelled and will not be pursued further.


  8. Deferred:

    Follow-up activities that have been postponed or deferred to a later date are marked as "Deferred." This status indicates that the follow-up action has been delayed and will be addressed at a later time.



  9. Needs Attention:

    Follow-up activities that require immediate attention or urgent action are marked as "Needs Attention." This status indicates that the follow-up task is critical or important and should be prioritized accordingly.



  10. Custom:

    Many CRM systems allow users to create custom follow-up statuses tailored to their specific business needs. This could include statuses such as "Awaiting Feedback," "On Hold," or "Follow-up Required."

By tracking follow-up statuses in a CRM system, teams can effectively manage their follow-up activities, stay organized, and ensure that no important tasks fall through the cracks, ultimately improving customer relationships and driving sales success.

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