Create Follow Up Action on Customer

Create Follow Up Action on Customer:
Use the Action Items tab on the Customer screen to add manual follow-up action items to a customer. 

These follow-ups will appear in the My Action Items list for the assigned employee(s).

1. Go to Customer > Open a customer > Marketing > Action Items tab.
2. Click Add. The New Action Item screen appears.
3. Select a due date.  This is the date the task will appear on the Action Items list.
4. Enter the follow-up text.
5. Select one or more employees.
6. Click OK to save