Follow-ups & activities
Logging calls and visits, follow-up reminders and the activity timeline.
6 articles
- Follow-ups and remindersHow the Follow-ups page sorts your day into Overdue, Today, New clients and Upcoming, how a follow-up is booked and closed, and when BMexa reminds you.
- Logging calls and activitiesRecord every call, message, meeting and visit with Log activity: the activity type, the outcome tab, the response and sub-response, remarks and the next follow-up.
- Site visitsSchedule a visit as a follow-up, check the client in at the site from the phone with location and photo, and find everyone who has visited.
- Field activity and location trackingSee where your field team was during reporting hours, reading by reading, and how the company switches location capture on with each person’s consent.
- The activity timelineWhat appears on a client’s Activity tab, what each entry shows, and how transfers, revives and visits are recorded alongside your calls.
- NotificationsThe bell, the Notifications page and push on your phone: what BMexa tells you about, and how to switch the ones you do not want off.