Follow-up Reminders
You can use the Coworks CRM to keep track of any leads interested in potentially joining your space. With the follow-up reminder feature, you can also schedule automated reminder notifications for yourself, to make sure that you know when to follow up with those leads about signing up for a membership.
The follow-up reminder feature will send both email and dashboard notifications to remind you when it's time to follow up with your leads.
How to use the Follow-up Reminder feature
Go to the CRM tab of the admin dashboard.
Select the lead you'd like to set a follow-up reminder for.
On the lead's profile, click the "Edit" button near the top right of the page.
Scroll down to the "Follow-up date" field, and select which date you'd like to receive the follow-up reminder for this lead.
Click the "Save" button at the bottom of the page when finished.
On the selected follow-up date, you'll receive both an email notification and a notification in the Coworks admin dashboard, reminding you to follow up with this lead.
Happy Coworking!