Contacting customers on a regular basis is good sense in business. Mark accounts for follow-ups at regular intervals as a reminder to get in touch.
- Go to the
ContactsM tab in the side navigation. - Select a
Follow-up date. The account name will appear in your list of Follow-ups in the lower half of your Info Centre on the selected day. Remember to enable Accounts as 
Data source for your follow-ups. - Enter the exact
time of the next contact (optional). - Activate a
Reminder and enter a lead time if you want to be notified of the appointment in good time.
