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The Follow Up screen displays follow-up items for a particular client. It is used as a reminder for yourself or for other users. It is similar to entering a comment but a date and time can be set for the follow-up to appear. When a follow up is due, the Comment dialog will appear on your screen no matter which client is currently being viewed.


 Opening the Follow Up Screen - Click here to expand...
  • From the CRM menu, select Follow Up.
  • From the sidebar, select CRM then Follow Up.
  • Press F9.
  • Click the Follow Up toolbar icon (   ).





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