Follow-ups and tasks
Set a dated follow-up on an account so it comes back to you on Today.
A follow-up is a date and a note on an account. On the day it is due it shows on Today with the account; once it is overdue it moves to the top of Tasks.
Completing a follow-up asks what happened, so the call is logged at the same time. When an account changes owner, its open follow-ups move with it to the new owner.
- Where
- Log a call on any account and choose Follow up in 7, 14 or 30 days, or add one on the account page. Due and overdue follow-ups are on Today, under Tasks.
- Who
- Owners, managers, branch managers and reps.