FAQs: Activities

1. Does MIZO CRM Support Reminders And Follow-ups?

Yes — MIZO CRM includes simple and effective follow-up tools that help you stay on top of your leads and ensure no opportunity is missed.

✸ Manual Follow-Up Reminders for Each Lead

You can set custom follow-up reminders for any lead — whether it’s a call, site visit, or check-in. Just open the lead profile, choose the reminder date, and make a note if needed.

Example : “Call tomorrow at 11 AM” or “Send brochure after meeting”

✸ Daily Follow-Up View

The dashboard includes a “Today’s Follow-Ups” section, where users can :

🔹See all follow-ups due today
🔹Track overdue follow-ups
🔹Focus on the most urgent leads

This helps your sales team prioritize and stay consistent.

✸ WhatsApp Follow-Up From CRM

You can send follow-up messages directly through WhatsApp using :

🔹Pre-approved message templates
🔹One-click sending from each lead profile

✸ Notes & Activity History

Every reminder and follow-up interaction is saved in the lead timeline. You can track :

🔹When the follow-up was set
🔹What was discussed
🔹Which team member handled it

This improves team coordination and avoids confusion during handovers.

2. Can Leads Be Assigned To Team Members For Follow-up?

Admins or managers can assign leads to team members. Once assigned, users can set and manage their own reminders to ensure timely follow-ups.