A proper structure of day to day activities is necessary for the effective functioning of a business. It is also needed to make sure the business runs smoothly without any confusion. Along with planning different activities, it is also equally important to create a follow-up.
Steps to create a Follow-Up
- Log into your Apptivo account and you can see the My Agenda on the home page.
- Select Create Activity. You will see the dropdown to create either Event, Task, or Follow Up. Select Follow Up.
- You can see the ‘Create Follow Up’ side panel. In the create Follow Up, select the App to be associated with.
- Here, Customers App is selected. Select search to associate a customer with the follow-up.
- In the Customer - Search and Select, select the customer to be associated.
- You can see the customer is added. Along with this, add the Follow-Up date, Reminder Time, and description for the Follow Up.
- Select Create. You can see a Follow Up is created. It is added to your Agenda. Click on it to the View Follow Up.
- Here, next to App, you can see the hyperlink of the associated Customer.
- On clicking it, you will be redirected to that customer page in the Customers App.
