Client Portal
Asking Questions
Follow-up Question
3min
Sometimes when your clients respond to your questions, you need to follow up for more information. Maybe their initial response was insufficent to correctly classify a transaction, or maybe now you need a document like a W9 from them.
This is exactly what follow-up questions are for in Keeper. A follow-up question will turn your conversation into a thread, add a new question to the bottom, and mark the question as unanswered / requiring feedback from your client in their Client Portal.
To add a follow-up question, click your original question, then click the Respond button, and add your follow-up question.
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Updated 03 Mar 2023
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