Generate follow-ups

You can create a follow-up to appear, for example, on the activities list of all members of a selection. This is useful, for example, when launching a new product and reminding sales staff to invite customers to a product demonstration.

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Steps

1. Go to the required selection and select the Company/contact tab.
2. Click the Task button () and select Generate follow-ups.
3. In the The Generate follow-ups dialog:
   • Select a predefined follow-up type from the Type field.
   • Enter start date in the Start field.
   • Enter a title for the follow-up in the Title field.
   • (Optional) Add additional details in the Agenda field.
4. (Optional) In the Project field, choose a project to link the follow-up to.
5. In the Priority field, select the priority level for the follow-up.
6. (Optional) Check Completed if the follow-up should be marked as completed.
7. Check Generate only one follow-up on each company to create a single follow-up per company instead of one per contact. The first company member added to the selection is invited.
8. Under Select the owner of these follow-ups, choose who will receive the follow-ups:
   • My activities list: Adds all follow-ups to your own activities list.
   • Company owner’s (our contact’s) activities list: Distributes follow-ups to the assigned company contacts (requires permissions in Settings and maintenance).
   • Other associate: Assigns follow-ups to another associate from the list. The contacts available depend on your user level.
9. Click Save to generate the follow-ups.