> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate follow-ups

> Generating 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.

## Steps

1. Go to the required selection and select the **Company/contact** tab.

2. Click the **Task** button (<i class="ph ph-dots-three-circle-vertical" aria-hidden="true" />) 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.

![Selection task: Generate follow-ups -screenshot][img1]

[img1]: /media/loc/en/search-options/generate-follow-ups-from-selection.png


## Related topics

- [Generate Follow Ups](/en/api/reference/restful/agent/selection_agent/generate-follow-ups.md)
- [SuperOffice.WebApi.Data.Selection GenerateFollowUpsRequest](/en/api/reference/webapi/SuperOffice.WebApi.Data.Selection_GenerateFollowUpsRequest.md)
- [NSSelectionAgent](/en/automation/crmscript/reference/CRMScript.NetServer.NSSelectionAgent.md)
- [SuperOffice.WebApi.Agents.ISelectionAgent](/en/api/reference/webapi/SuperOffice.WebApi.Agents.ISelectionAgent.md)
- [SuperOffice.WebApi.Agents.SelectionAgent](/en/api/reference/webapi/SuperOffice.WebApi.Agents.SelectionAgent.md)
- [Perform tasks using selections](/en/search-options/selection/learn/howto/index.md)