How to Add to Follow-up
1. From the Object Navbar, click on the module to where the record is.
2. Open the record.
3. On the Business card area on top, click on the "phone" icon
4. The Follow-up dialog box opens, fill-up the fields and click Save.
5. The Follow-up list refreshes and the record is added.
| Info |
|---|
Only one follow-up can be created for a record per user. |
Related pages
| Filter by label (Content by label) | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Search
| Live Search | ||||
|---|---|---|---|---|
|