How do I set a follow-up?
You can set a follow-up for a customer if you click on the customer contact from any screen. On the Customer details page, click on Schedule.
As soon as you click on Schedule you will be asked to select the follow-up date and time.
On successfully saving the date and time your follow-up will be set. The follow-up will show under the Scheduled tab in the scheduled Calls screen.
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