- Head to the Main Menu.
- Click ‘Contacts’.
- Click the pencil icon for the Contact you wish to set a follow-up for.
- On the left-hand side towards the bottom see ‘Set New Follow Up’.
- Fill out the details, ‘Follow Up Date’ and ‘Follow Up For’, together with a note if required.
- When finished, click ‘Save’ on the right-hand side of the screen.
Installation Company ERP / CRM
