From a Prospect or Customer list, hover your mouse over the Contact Name and select ‘Add Follow Up’. In the Follow Up dialog box, check-mark the box in front of the add description field, enter an appropriate description, set the Reminder fields and click Save.

If the task is a call, email or appointment, select by clicking the desired one, check-mark the box in front of Make Call, Send Email or Set Appointment, add an appropriate description, set the Reminder fields and click Save.

You can accomplish the same if you are on a Prospect or Customer details page. The Follow Up section is on the right hand side if you have not reordered the panels.

All Follow up tasks can be viewed in My Calendar on the Follow up tab.

Posted in: CRM101