How do I create a follow up in my agenda?

Updated on December 29, 2020 05:34AM by Admin

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.
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.
Create Follow Up

  • Here, Customers App is selected. Select search to associate a customer with the follow-up.
App Select

  • In the Customer - Search and Select, select the customer to be associated.
Customer Search

  • You can see the customer is added. Along with this, add the Follow-Up date, Reminder Time, and description for the Follow Up.
Information Added

  • Select Create. You can see a Follow Up is created. It is added to your Agenda. Click on it to the View Follow Up.
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.