Scheduling follow-ups is a great way to ensure you keep in touch with your contacts, whether your next interaction is the following day or months down the line.
When you create a follow-up activity:
You can assign the follow-up to another Method user.
All the comments from the original activity are visible in the follow-up, so the assigned user has context.
The following steps will show you how to schedule a follow-up in the Activities App.
Schedule a Follow-Up
From the New/Edit Activity screen, click Create a Follow-up Activity.
A number of fields will pop up, needed to define the follow-up.
Follow-up Contact: By default, the follow-up contact is the same as the activity's contact, if one was selected.
Follow-up Assigned To: You can assign a follow-up to a different Method:CRM user than the original activity. If you do, that user will receive a notification email.
Fill in the activity for the Follow-up Status, Type, and Start Date & Time. Certain activity types, like a Meeting, will also show a Follow-up End Date & Time.
Follow-up Comments: Comments for this follow-up
When you hit Save, two activities will be created! The first activity is the original, and the second activity will be the follow-up.
Furthermore, the follow-up activity will be associated with the original activity, and the comments from the original activity are visible in the follow-up.