Difference between revisions of "Follow-up Modes"

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(Created page with "== Prerequisite == Placement role must be assigned to the user. == Roles == Placement Admin == Path == Placement Admin » Configuration » Placement Configuration » Foll...")
 
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== Path ==
 
== Path ==
 
Placement Admin » Configuration » Placement Configuration » Follow Up Modes
 
Placement Admin » Configuration » Placement Configuration » Follow Up Modes
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== Terminology Used ==
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Follow Up Modes : Mention that the selection process follow up is taken through which mode. for example SMS, Emails, Meeting, etc.
  
 
== Inputs Needed ==
 
== Inputs Needed ==

Latest revision as of 09:06, 25 April 2020

Prerequisite

Placement role must be assigned to the user.

Roles

Placement Admin

Path

Placement Admin » Configuration » Placement Configuration » Follow Up Modes

Terminology Used

Follow Up Modes : Mention that the selection process follow up is taken through which mode. for example SMS, Emails, Meeting, etc.

Inputs Needed

  • Follow Up Modes

Functionality

  • Able to add Follow Up Modes.
  • Able to view delete Follow Up Modes.

Step by Step

Add Follow Up Modes

Add Follow Up Modes.png

View Follow Up Modes

Follow Up Modes.png