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How do I highlight a Follow Up?
Updated on June 18, 2020 04:43AM by Admin
- Navigate to the My Follow Up activity. Click on the “More” icon and select “Settings” located in the App header bar.
- Choose the “General” dropdown and select “Highlighting” from the left navigation panel.
- Select the “Create” button to create a new highlighting and specify:
- Name - Highlighting name.
- Priority Score - Priority score for the Highlighting rule. If this setting has more than one highlighting definition, then this score helps in prioritizing them.
- Background Color - Select background Color.
- Text Color - Select Text Color.
- Description - Description of the Highlights.
- Define the criteria based on which a particular follow up is to be highlighted. The condition can be explained by selecting attributes and their equivalent values. Here, we are setting it to the following condition - Assigned To is Albert Lynch.
- Click on the “Create” button to complete.
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