Floating Follow-up Window

Conveniently and quickly update a lead, an account or an agency using the floating follow-up window.

To locate, scroll to the top of the account, agency or lead and then scroll down to make the floating follow-up appear.  Watch the demo video below. 

From the floating follow-up window here you can easily update activities such as, follow-ups, schedule a new meeting or event, make or log a call or compose an email. Integrated into activity feeds and updates in real time!