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How to Add a Follow Up in the Contact Page

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

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