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Completing a Follow-up

Completing a Follow-up

Owned by Evangeline Cruz
Last updated: Aug 08, 2018

How to Complete a Follow-up

1. Click Follow-ups icon on the Sidebar to show list of Records with Follow-up activity, click the "thumb" icon.

 OR, if Follow-ups is pinned on the widgets pane, click the "thumb" icon.

 OR, open the record and click the "thumb" icon under the Action bar.



2.  Click "Yes" to confirm completion.

Follow-up detail is cleared and Follow-up list updated.



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