How to schedule a Follow-Up to an activity

Begin in the 'Agenda' section

  1. Select the activity you want to follow-up with
  2. Click the 'Schedule Followup' button
  3. Change the desired fields for the activity that relate to the Follow-Up (date, time, notes, details)
  4. Click 'Save'
  5. Click 'Close' from the top right corner of the activity
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