http://trueerp.com/erpwiki/index.php?action=history&feed=atom&title=12_Follow_Up 2026-10-24T08:02:17Z Revision history for this page on the wiki MediaWiki 1.23.2 http://trueerp.com/erpwiki/index.php?title=12_Follow_Up&diff=2043&oldid=prev 2011-06-28T04:38:12Z

<p>Created page with &quot;Follow Up How do you set a Follow Up with notes assigned? Select the Marketing Tab Select the Lead List Select the Lead you wish to edit In the Action / Follow Up Details secti...&quot;</p> <p><b>New page</b></p><div>Follow Up<br /> <br /> How do you set a Follow Up with notes assigned?<br /> <br /> Select the Marketing Tab<br /> Select the Lead List<br /> Select the Lead you wish to edit<br /> In the Action / Follow Up Details section create a new line by either tabbing through the end of the last line<br /> or using the down arrow on your keyboard to select a new line<br /> Select 'Follow-up' from the Type drop down menu <br /> Enter the date you wish to Follow-up on<br /> Double click (or select 'F2' on your keyboard) to load the Notes screen<br /> Type the required notes and select OK to save</div>

Simon Clive