Follow up records are a reminder for you to contact the prospective client later, either concerning a previous call or email or as a direct contact to maintain visibility with the prospect. Follow up records integrate with the Organization area of the Home page.
To add a follow-up:
| 1. | In the Action Center, expand Activities, and click  (Add Follow Up). |
The Add Activity form opens.
| 2. | Complete the form. |
| Activity Type | Defaults to Follow Up. |
| Contact | Select a contact for this Organization. |
| Assigned To | Auto-filled. |
| Follow Up Date | Required. Select a date to perform the follow-up activity. |
| Subject | Provide a meaningful subject for this follow-up activity. |
| Body | Provide meaningful content to perform the follow-up activity. |
| Activity Result | Select an entry to reflect the result of the activity. |
| Activity Date | Select the date of the follow up activity. |
| Save and Follow Up |
This is a Workflow link that allows you to save the follow up activity and remind you later to follow up with the prospect. See Save and Follow Up. |
| Save and Create Appointment | This is a Workflow link to save the file and create a calendar invitation for you and your selected Contact. |
| 3. | Click Save. |
When saved, Follow Up records display in the Activities list as follow-ups, but when opened they clear the Activity Type field to make it easier for you to convert the follow-up to another type of record, such as a call or email. Follow up records integrate with the Organizations area of the Home page in ClientSpace.
As a best practice, the Organizations area of the Home page in ClientSpace only displays follow-ups from today and earlier. If these follow-ups are consistently assigned an appropriate activity, such as email or a phone call, this section of Home can be used as a To Do list of items that should be completed by today.