Maybe a customer contact gives rise to further contacts - if so, a follow-up can be created in the contact noteM itself. 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 Contact notes as a data source for your follow-ups.
- To create a follow-up for the contact note, select a date in the Follow-up field at the top right-hand corner of the input window.
- Add a reason of the follow-up.
- Save your input by clicking on the icon in the top left-hand corner of the input window.