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Chase what you are waiting for

SISC Follow is included with every account. It is the chase list: everything you are waiting on somebody else for, with an owner, a due date, every chase recorded, and an outcome when it closes.

Steps

1. Raise a follow-up from All Follow-ups with what you are waiting for, who owes it, who chases it and by when.
2. Each person works from My Follow-ups; Due Today and Overdue narrow it to what needs doing now.
3. Record every chase you make, and give the follow-up an outcome when it closes. Reminders are under Reminders.
4. Set how follow-ups are raised and who receives them under Rules and Routing; message wording is kept under Templates.

A follow-up is a task, so it also appears in the task list of whoever is chasing it.

Related

• Let Follow raise follow-ups for you
• See and add follow-ups on an invoice, an order or any record