Mothernode makes setting quick follow-up reminders quick and easy.
Quick follow-ups can be set in Events. Once you set a quick-follow-up it sets an all day event for you, on the day you want to follow-up.
- Access a contact, customer or lead and opportunity record.
- In the event click Quick Follow-up.
- Select the number of days to set the follow-up from the list.
Note: Administrators can update the follow-up days in the Admin module.
You can change the follow-up date or assign a time to the follow-up by clicking EDIT.