You can create a follow-up to appear, for example, on the activities list of all members of a selection. This would be useful if, say, your company had just launched a new product and you wanted to remind all the sales staff to invite their customers to a product demonstration.
Follow the procedure described under Perform tasks using selections and select the Company/contact tab.
Click the Task button.
Choose the Generate follow-ups task.
In the The Generate follow-ups dialog, select a predefined follow-up type from the Type field.
Enter the date when the follow-up will start in the Start field.
Enter a description of the follow-up in the Description field.
Choose which project to link the follow-up to in the Project field. Do one of the following:
- Click the arrow and select a project from the list.
- Typing the whole or the beginning of the project name.
In the Priority field, specify the priority of the follow-up. Click the arrow to display a list with the default options of high, medium and low priority.
Check Completed if the follow-up should be set as completed.
It will then not be included when using FastSearcher and in counters, but will still be shown in the History list.
Check Generate only one follow-up on each company if you do not want to create a follow-up for each contact in each company in the selection.
For each company just a single follow-up will be created, for the first company member added to the selection.
Select the owner of these follow-ups:
My activities list: All follow-ups will end up in your own activities list.
Company owner's (our contact's) activities list: The follow-ups will be distributed to the activities lists of the people defined as our contact for each company. The user must have been assigned rights for this in Settings and maintenance.
Other associate: Choose the desired option from the list of current contacts. The contacts available depend on your user level.
Click the Save button.