{"id":48510,"date":"2024-07-05T15:44:24","date_gmt":"2024-07-05T13:44:24","guid":{"rendered":"https:\/\/moovago.com\/non-categorise\/sales-follow-up-presentation-functions\/"},"modified":"2025-11-26T11:53:59","modified_gmt":"2025-11-26T10:53:59","slug":"sales-follow-up-presentation-functions","status":"publish","type":"post","link":"https:\/\/moovago.com\/en\/sales-follow-up\/sales-follow-up-presentation-functions\/","title":{"rendered":"Sales follow-up: presentation &amp; functions"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"48510\" class=\"elementor elementor-48510 elementor-27143\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6dc1ff e-con-full e-flex e-con e-parent\" data-id=\"f6dc1ff\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0021915 elementor-widget elementor-widget-text-editor\" data-id=\"0021915\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Updated on 14\/11\/2025.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7370d22 elementor-widget elementor-widget-text-editor\" data-id=\"7370d22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\">Whether you&#8217;re a salesperson, area manager, sales manager,<span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 ); font-family: var( --e-global-typography-text-font-family ); font-size: var( --e-global-typography-text-font-size );\"> sales agent<\/span><span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 ); font-family: var( --e-global-typography-text-font-family ); font-size: var( --e-global-typography-text-font-size );\"> or sales agency manager, sales follow-up is essential to your business, enabling you to effectively manage the follow-up of your customers and prospects, and keep track of their history.<\/span><\/p><p data-pm-slice=\"1 1 []\"><b>Sales follow-up<\/b> is a central element of the Moovago application: it&#8217;s a <b>set of complementary elements that enable you to follow up on your clientele and prospect<\/b>.<\/p><p data-pm-slice=\"1 1 []\">From <b>a single screen<\/b>, you can create, modify and view various tracking elements such as reports, tasks, reminders and events. This system not only helps you <b>stay organized<\/b>, but also<b> saves you valuable time <\/b>by centralizing all relevant information in one place. <\/p><p data-pm-slice=\"1 1 []\">Let&#8217;s see how it works.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9d7a723 elementor-widget elementor-widget-spacer\" data-id=\"9d7a723\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-726a8e4 elementor-widget elementor-widget-heading\" data-id=\"726a8e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is a sales follow-up in Moovago?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6482ba2 elementor-widget elementor-widget-text-editor\" data-id=\"6482ba2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\">Moovago has various elements that can make up the sales follow-up, which we&#8217;ll call<b>&#8220;follow-up elements&#8221;<\/b>.<span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 ); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 1rem;\"> <\/span><\/p><div><p>In the sales follow-up screen, each section corresponds to one of these elements:<\/p><ul><li>reports,<\/li><li>tasks,<\/li><li>reminders,<\/li><li>and events.<\/li><\/ul><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d901ae elementor-widget elementor-widget-image\" data-id=\"0d901ae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ecran-fiche-suivi-commercial-Moovago.jpg\" class=\"attachment-full size-full wp-image-44195\" alt=\"Moovago sales follow-up form screen\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ecran-fiche-suivi-commercial-Moovago.jpg 1300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ecran-fiche-suivi-commercial-Moovago-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ecran-fiche-suivi-commercial-Moovago-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ecran-fiche-suivi-commercial-Moovago-768x443.jpg 768w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1919a58 elementor-widget elementor-widget-text-editor\" data-id=\"1919a58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A sales follow-up consists of at least one of these elements, but it can also include two, three or all 4, depending on the case and your needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0bd2b21 elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"0bd2b21\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Why does Moovago use the sales follow-up system?<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\"><b>1. Real time-savers:<\/b> all tracking data can be entered in a single window,\n<br><b>2. A history of all related elements: <\/b>when you revisit one of the follow-up elements, you'll immediately know if other actions have been carried out in relation to it. For example, if a report has been written following an appointment, if an administrative task has been carried out following a request in a reminder, etc. <\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b55f82 elementor-widget elementor-widget-spacer\" data-id=\"7b55f82\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8119510 elementor-widget elementor-widget-heading\" data-id=\"8119510\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How do I modify or add a sales follow-up?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87584b7 elementor-widget elementor-widget-text-editor\" data-id=\"87584b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\">When you create your sales follow-up, you&#8217;ll have the choice of modifying an existing sales follow-up or creating a new one in Moovago.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b35e30f elementor-widget elementor-widget-heading\" data-id=\"b35e30f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Case 1: Modifying an existing sales follow-up<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24985e7 elementor-widget elementor-widget-text-editor\" data-id=\"24985e7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\">We advise you to modify the existing sales follow-up if you wish to :<\/p><ul><li data-pm-slice=\"1 1 []\"><b>modify<\/b> an existing task, report, event or reminder,<\/li><li data-pm-slice=\"1 1 []\">or if you wish to <b>add<\/b> a task, report, event or reminder <b>that is linked to an<\/b> existing <b>tracking item<\/b>.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e68649d elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"e68649d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Here are a few examples:<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\">- After an appointment, you want to write down what was said during the meeting: click on your appointment to add a report in the same sales follow-up,\n<br>- During a reminder, your customer asks you to send him some information by e-mail: click on the reminder to add a task,\n<br>- During a reminder (e.g. a telephone reminder), your customer asks you to visit him to show him product samples or give him a demo: click on the reminder to add an event on the agreed date.<\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c938506 elementor-widget elementor-widget-text-editor\" data-id=\"c938506\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\"><b style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 ); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 1rem;\">How to modify a sales follow-up<\/b><\/p><div><div><strong>1. <\/strong>Clicking on the name of one of its elements (from anywhere in the application: sales news, a company file, a contact person file, etc.) reopens its sales follow-up file.<\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93965b3 elementor-widget elementor-widget-image\" data-id=\"93965b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Modifier-tache-Moovago.jpg\" class=\"attachment-full size-full wp-image-44187\" alt=\"Edit Moovago task\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Modifier-tache-Moovago.jpg 1300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Modifier-tache-Moovago-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Modifier-tache-Moovago-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Modifier-tache-Moovago-768x443.jpg 768w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e782b29 elementor-widget elementor-widget-text-editor\" data-id=\"e782b29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\">2. The sales follow-up sheet that appears allows you to find the item you clicked on and modify it if necessary. For example, you can add a priority to the tasks below by clicking on the &#8220;flame&#8221; icon. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d1f6a42 elementor-widget elementor-widget-image\" data-id=\"d1f6a42\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/modifier-suivi-commercial-Moovago.jpg\" class=\"attachment-full size-full wp-image-44199\" alt=\"modify Moovago sales follow-up\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/modifier-suivi-commercial-Moovago.jpg 1300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/modifier-suivi-commercial-Moovago-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/modifier-suivi-commercial-Moovago-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/modifier-suivi-commercial-Moovago-768x443.jpg 768w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d0e3fa elementor-widget elementor-widget-text-editor\" data-id=\"0d0e3fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\"><strong>Add other tracking elements<\/strong><\/p><p data-pm-slice=\"1 1 []\">From this screen, you can also<b>add other tracking elements.<\/b><\/p><p data-pm-slice=\"1 1 []\">For example, you can add a report, a reminder, a task or an appointment<span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji';\"> by clicking on the respective buttons &#8220;Add a report&#8221;, &#8220;Add a task&#8221;, &#8220;Add a reminder&#8221; or &#8220;Add an appointment&#8221;.<\/span><\/p><p data-pm-slice=\"1 1 []\"><strong>Please note, however, that you can only have one report, one reminder and one event per sales follow-up.<\/strong>  If any of these elements already exist, you won&#8217;t be able to add new ones. In this case, you&#8217;ll have to create a new sales follow-up. <\/p><p data-pm-slice=\"1 1 []\">If, as in our case, you wish to add tasks to your follow-up but they already exist, simply click on the tag corresponding to the task you wish to add, or type it in via the &#8220;Other task for this report&#8221; field.<\/p><p data-pm-slice=\"1 1 []\">When you&#8217;ve finished, be sure to click on<b>&#8220;Save&#8221; <\/b>so as not to lose your entry.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6ef1831 elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"6ef1831\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Did you know?<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\">Moovago also lets you print or e-mail your sales follow-up by clicking on the<b>\"Share<\/b>\" button, then selecting the follow-up items to be printed or e-mailed.<\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e6f6e6f elementor-widget elementor-widget-spacer\" data-id=\"e6f6e6f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c3a10f elementor-widget elementor-widget-heading\" data-id=\"3c3a10f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Case 2: Creating a new sales follow-up<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-886c8f2 elementor-widget elementor-widget-text-editor\" data-id=\"886c8f2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In contrast to this first case, you should<b>add a new sales follow-up if you wish to create a follow-up item<\/b> that has nothing to do with any task, event or reminder already existing in Moovago.<\/p><p>For example, you approach a prospect by phone who tells you he&#8217;s not interested at the moment: no sales follow-up exists, so you create a new account to take note of a telephone reminder, write up a report and plan a reminder for a few months from now.<\/p><p><b style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 ); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 1rem;\"> <\/b><\/p><p>A new sales follow-up can only be created <b>from a company file<\/b>.<\/p><p data-renderer-start-pos=\"4578\">In a company file, you have two choices:<\/p><ol><li data-renderer-start-pos=\"4578\">Click on the <b>&#8220;Add sales follow-up&#8221; button in the top right-hand corner of the file<\/b> (see <b>button 1<\/b> in the screenshot below, available on PC and tablet),<\/li><li data-renderer-start-pos=\"4578\"><b>OR navigate to the section corresponding to the sales follow-up item you wish to create<\/b> (either Reports, Tasks &amp; Reminders or Events) then click on the green button at the top right of the block, starting with &#8220;Add&#8230;&#8221;.  <\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9e5e491 elementor-widget elementor-widget-image\" data-id=\"9e5e491\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ajouter-un-compte-rendu-commercial.jpg\" class=\"attachment-full size-full wp-image-44287\" alt=\"add a sales report\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ajouter-un-compte-rendu-commercial.jpg 1300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ajouter-un-compte-rendu-commercial-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ajouter-un-compte-rendu-commercial-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/ajouter-un-compte-rendu-commercial-768x443.jpg 768w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8548149 elementor-widget elementor-widget-text-editor\" data-id=\"8548149\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\">In the screen that appears, to fill in your new sales follow-up, complete at least one of the follow-up elements mentioned earlier, namely :<\/p><ul><li data-renderer-start-pos=\"4856\"><a href=\"https:\/\/moovago.com\/en\/sales-follow-up\/reporting-presentation-functions\/\" target=\"_blank\" rel=\"noopener\">Minutes<\/a> (see purple box n\u00b01 in the screen below),<\/li><li data-renderer-start-pos=\"4901\"><a href=\"https:\/\/moovago.com\/en\/sales-follow-up\/tasks-reminders-presentation-functions\/\" target=\"_blank\" rel=\"noopener\">Tasks<\/a> (see Box 2),<\/li><li data-renderer-start-pos=\"4941\"><a href=\"https:\/\/moovago.com\/en\/sales-follow-up\/tasks-reminders-presentation-functions\/\" target=\"_blank\" rel=\"noopener\">Relaunch<\/a> (see Box 3),<\/li><li data-renderer-start-pos=\"4981\"><a href=\"https:\/\/moovago.com\/en\/agenda\/events-presentation-features\/\" target=\"_blank\" rel=\"noopener\">RDV \/ Events<\/a> (see box 4).<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fca5408 elementor-widget elementor-widget-image\" data-id=\"fca5408\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/detail-suivi-commercial-Moovago.jpg\" class=\"attachment-full size-full wp-image-44191\" alt=\"Moovago sales follow-up details\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/detail-suivi-commercial-Moovago.jpg 1300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/detail-suivi-commercial-Moovago-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/detail-suivi-commercial-Moovago-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/detail-suivi-commercial-Moovago-768x443.jpg 768w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6da9cba elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"6da9cba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Our other tutorials for creating each of these elements :<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\"><a href=\"https:\/\/moovago.com\/en\/sales-follow-up\/reporting-presentation-functions\/\">How to create a new report<\/a>\n<br><a href=\"https:\/\/moovago.com\/en\/sales-follow-up\/tasks-reminders-presentation-functions\/\">\nHow to create a new reminder or task<\/a>\n<br><a href=\"https:\/\/moovago.com\/en\/agenda\/events-presentation-features\/\">\nHow to create a new event<\/a><\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-92ef0df elementor-widget elementor-widget-spacer\" data-id=\"92ef0df\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a63b28d elementor-widget elementor-widget-heading\" data-id=\"a63b28d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How do I delete a sales follow-up?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9763c3b elementor-widget elementor-widget-text-editor\" data-id=\"9763c3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\">To delete a sales follow-up, <b>open an existing sales follow-up<\/b> (see case 1 above).<\/p><p data-pm-slice=\"1 1 []\">You&#8217;ll see a<b>&#8220;Delete tracking&#8221;<\/b> button at the bottom of the window. Click on it. <\/p><p data-pm-slice=\"1 1 []\">In the window that appears, if you&#8217;re sure you&#8217;ve done so, <b>click on the Delete button again<\/b>. Please note that if you delete a sales follow-up, all the items it contains, and therefore your follow-up history, will be deleted. Please proceed with caution.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-31a42c2 elementor-widget elementor-widget-image\" data-id=\"31a42c2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Supprimer-un-suivi-commercial-entier-moovago.jpg\" class=\"attachment-full size-full wp-image-44307\" alt=\"Delete an entire moovago sales follow-up\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Supprimer-un-suivi-commercial-entier-moovago.jpg 1300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Supprimer-un-suivi-commercial-entier-moovago-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Supprimer-un-suivi-commercial-entier-moovago-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/07\/Supprimer-un-suivi-commercial-entier-moovago-768x443.jpg 768w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a675bde elementor-widget elementor-widget-text-editor\" data-id=\"a675bde\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-pm-slice=\"1 1 []\"><strong>Want to delete just one element of your sales follow-up?<\/strong>  In this case, there&#8217;s no need to delete the entire sales follow-up. Instead, click on &#8220;Delete report&#8221;, &#8220;Delete reminder&#8221; or &#8220;Delete event&#8221; under the relevant section. For tasks, click on any unnecessary tasks to deselect them. Then click on &#8220;Save&#8221;.   <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e8766d9 elementor-widget elementor-widget-spacer\" data-id=\"e8766d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8cf3c2d elementor-widget elementor-widget-heading\" data-id=\"8cf3c2d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How can I save time entering sales follow-up data?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1e41d7 elementor-widget elementor-widget-text-editor\" data-id=\"a1e41d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Moovago has designed its sales follow-up tools to enable you to follow up more quickly.<\/p>\n<p>In particular, you can :<\/p>\n\n<ul data-indent-level=\"1\">\n \t<li>\n<p data-renderer-start-pos=\"5603\">Use your phone&#8217;s<b>dictation tool<\/b> to quickly write up minutes,<\/p>\n<\/li>\n \t<li>\n<p data-renderer-start-pos=\"5693\"><a href=\"https:\/\/moovago.com\/en\/sales-follow-up\/customize-customer-task-names-and-prospect-tasks-video-web\/\"><b>Set up task types and reminders<\/b><\/a> to create, so you can add them in a single click to your future follow-ups (you can create specific task types for your prospects and others for your customers),<\/p>\n<\/li>\n \t<li>\n<p data-renderer-start-pos=\"5693\"><strong>Set report types<\/strong> so that they are suggested by default in all future sales follow-ups,<\/p>\n<\/li>\n \t<li>\n<p data-renderer-start-pos=\"5693\"><a href=\"https:\/\/moovago.com\/en\/companies\/create-a-repeated-task-video-web\/\"><b>Create recurring tasks<\/b><\/a> from a company file to automatically create tasks at regular intervals (perfect for reminding you to carry out recurring visits, make key figures, etc.).<\/p>\n<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2625f16 elementor-widget elementor-widget-spacer\" data-id=\"2625f16\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-326e818 elementor-widget elementor-widget-heading\" data-id=\"326e818\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How do I set up a sales follow-up?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0969589 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"0969589\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-renderer-start-pos=\"5873\">Sales follow-up covers all the tracking tools essential to the sales activity, and that&#8217;s why sales follow-up is also at the heart of the Moovago application.<\/p><p data-renderer-start-pos=\"6069\">To boost and reach the full potential of your sales follow-up with Moovago, here are our tips:<\/p><ul data-indent-level=\"1\"><li><p data-renderer-start-pos=\"6179\">Ensure <b>regular sales follow-up<\/b>,<\/p><\/li><li><p data-renderer-start-pos=\"6237\"><b>Systematize the creation of minutes<\/b>: Moovago strongly advises all its users to systematically create minutes, as this is one of the most important follow-up elements, used in particular to filter your contacts, to keep the history of exchanges with customers and prospects, or to facilitate collaboration..,<\/p><\/li><li><p data-renderer-start-pos=\"6885\">Write <b>down your tasks right away so you don&#8217;t forget them <\/b>: taking notes on paper, or worse still, not writing anything down at all, means you risk forgetting important tasks and information! Don&#8217;t hesitate to take 1 minute to clear your mind and stay organized, <\/p><\/li><li><p data-renderer-start-pos=\"7167\">Make sure you have <b>set up your session correctly to save as much time as possible<\/b> (see previous section, &#8220;How can I save time entering sales follow-up?&#8221;),<\/p><\/li><li><p data-renderer-start-pos=\"7276\">If you work with several brands \/ principals \/ suppliers, be sure to <b>specify to which principal the sales follow-up is linked<\/b>.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Updated on 14\/11\/2025. Whether you&#8217;re a salesperson, area manager, sales manager, sales agent or sales agency manager, sales follow-up is essential to your business, enabling you to effectively manage the follow-up of your customers and prospects, and keep track of their history. Sales follow-up is a central element of the Moovago application: it&#8217;s a set [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":44267,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[608],"tags":[549],"class_list":["post-48510","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales-follow-up","tag-5-min"],"_links":{"self":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48510","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/comments?post=48510"}],"version-history":[{"count":3,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48510\/revisions"}],"predecessor-version":[{"id":49077,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48510\/revisions\/49077"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media\/44267"}],"wp:attachment":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media?parent=48510"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/categories?post=48510"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/tags?post=48510"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}