Creating Follow Ups for Contacts

1
Click on the “People” icon on the left side of the navigation bar and choose "People".
2
View People and click “Go there”.
3
Find the contact where the follow-up should be created, click “View” on the contact.
4
Click “Follow -Up” then click “ + Create Follow Up”.
5
Fill in the Purpose of the follow up.
6
Type the name to which the follow-up will be assigned and select which Group Leaders of the Group will review the follow-up.
7
Select the Follow-up date and select the frequency of the follow-up (can be a single meeting, weekly, monthly, etc.), then click “Save” once done.