Follow-up History
Record outcomes, schedule the next action and preserve a chronological history for each lead or customer.
What this feature does
Record outcomes, schedule the next action and preserve a chronological history for each lead or customer.
Why it matters
Follow-up History reduces the gap between a social conversation and the structured business record required for reliable sales, service and reporting.
How to use it
Open the relevant client conversation, select the follow-up history area in BDSocialLead, enter only verified information and save the record.
Recommended workflow
Keep one source of truth, update the record immediately after meaningful customer activity, and use follow-up dates instead of relying on memory.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.