After completing a Task, you can create a related follow-up to keep the momentum going.
How to create a Follow-up Task
Click Sales & CRM → Tasks:
You can then create a follow-up for the items in your list.
How to create a follow up for:
Phone call
Click on a completed phone call in your list.
Click whether you reached or didn't reach the contact, or want to postpone the phone call. Depending on what you click, you'll see different options for following up:
To-do
Click on a completed To-do in your list. You'll then see four Follow-up options:
You can then add notes and details such as due date and what the follow-up relates to.
Appointment
Click on a completed To-do in your list. You'll then see two options to click on:
Here are your options if it didn't happen:
Here are your options if it did happen:
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