Schedule Follow-up |
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To schedule a follow-up simply set the time, date and type of follow-up then click on the Add to Calendar button. For Appointment type 'follow ups' the activity is added to your calendar on the date and time specified. For Task type the task is added to your task list on the date specified and the reminder is set for the time entered.
To view already scheduled follow-ups click on the "Get Scheduled Follow-ups" button and the dialog box show below will be displayed with all the follow-up activities for the currently open contact. |