Knowledgebase

How to Add a Follow Up in the Contact Page

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.

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