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Set a follow-up as a reminder to ask the customer whether the quote has been received or if there have been any changes. Regardless of Status and Status date , you can list the event in the list of follow-up in the General Info Centre (select the Datenbank Data source "Events").

  1. On the VA General tab of the event, enter the date on which you would like to be reminded of the event in the Follow-up field.
  2. Enter a Follow-up reason for the reminder. Use a star Picklist value for recurring entries.
  3. save Save your input by clicking on the icon in the top left-hand corner of the input window.