Where do I find follow ups that I have scheduled?
Where do I find follow ups that I have scheduled on Act essentials?
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Official comment
Hi David,
You can view events that you scheduled via the Agenda portion of your account. You can select all or a specific type of event that you may have created.
Thank you,
Brittany RobertsComment actions -
Hi David,
Can you verify if the under the different activity types if the box for Completed is checked? If it is checked the Act! Essentials account will only allow you to view completed activities.
I do work for Swiftpage and directly with Act! Essentials.
Thank you,
Brittany Roberts
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