Creating Follow-Up Tasks

Learn how to create and schedule follow-up tasks for individual users.

Creating a Follow-Up Task
Once a contact has been added, a User may desire to create a specific follow-up task to ensure timely follow-up is accomplished. Tasks can be added directly...
Fri, 15 Jan, 2016 at 1:11 PM
Setting a Task Reminder
Once a follow-up task has been created, it will be visible to the User on all platforms (browser and mobile). If a User would like to receive a reminder ema...
Fri, 15 Jan, 2016 at 1:15 PM