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We’re super excited to share this new update with you! The Follow-Ups tab has been completely revamped into the new Actions tab! ✨
A better experience ✨
The Actions tab brings together all the actions you need to do for all clients—including your follow ups, uncontacted leads, and more to come!
This makes it easier for you to see what you need to do, across many types of activities, and get them done from one place. By default, you’ll see the actions that are due today, but you can also apply filters to find specific activities.
To view overdue or upcoming actions, you can use Filters to jump to specific dates in the past or future. You can also filter by the type of action or by team member.
The Actions tab is live now in the latest Privyr mobile app (v2.35.0)!
Try it today to get better visibility over everything you need to do to convert more clients. 💪
