12 Follow Up
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Revision as of 15:38, 28 June 2011 by Simon Clive (Talk | contribs)
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 section create a new line by either tabbing through the end of the last line or using the down arrow on your keyboard to select a new line Select 'Follow-up' from the Type drop down menu Enter the date you wish to Follow-up on Double click (or select 'F2' on your keyboard) to load the Notes screen Type the required notes and select OK to save
