Assigning and Removing Contact Followers

Maintaining consistent communication with your contacts is crucial for the success of your business, but it can be challenging to manage. To ensure that no contact is overlooked, you can assign followers to each contact, streamlining the follow-up process through automation.

By utilizing the Add/Remove Contact Followers feature, you can be confident that the appropriate team members are always notified of important updates. If someone is no longer in charge of a particular task, they will automatically stop receiving reminders. To begin, simply click the "+" button to add a new action. Searching for "Follower" in the action search bar will present you with both the "Add" and "Remove" options for Contact Followers.

Setting up this action is straightforward. After selecting the desired action, choose the users you wish to add or remove as followers of the contact. You can add or remove as many users as needed.

For the "Remove" action, you can even remove all users by toggling the select-all option.

Once you've configured your action, save it, and it's ready for use. This feature is especially useful when different departments or team members are responsible for various stages of a customer’s journey. As the customer progresses through different stages, the appropriate personnel can be automatically assigned to follow up, eliminating the need for manual notifications.