Increase the efficiency of your sales process by linking follow-up actions with your deal phases. You'll never forget to plan your next task, meeting or call.

 

In this article, we'll show you how to set follow-up actions and give you some specific time-saving examples.

 

First, define which follow-up action you want to link to which phase:

  • Go to Settings > Deals > Deal phases > Actions and click on the pencil next to the deal phase you wish to connect with a follow-up action.

  • Set the follow-up action to either a task, meeting or call.

 

Second, trigger the set follow-up action by changing a deal to that phase via either:

 

Some examples

The following image shows the default deal pipeline in Teamleader (New - Contacted - Meeting Planned - Quotation sent - Accepted):

 

 

With these follow-up actions, the pipeline can be easily automated and significantly save you some time:

  • Contacted: link a task follow-up action, so you don't forget to finalise your briefing after this first contact.

  • Meeting planned: link a meeting follow-up action and immediately schedule the meeting with your customer.

  • Quotation sent: link a call follow-up action and make sure to follow-up on a potential sale.