Step by Step:
Use the Action Items tab on the Customer screen to add a manual follow-up action items to a customer.
These follow-ups will appear in the My Action Items list for the assigned employee(s).
Step 1: Go to Customer > Open a customer > Marketing > Action Items tab.
Step 2: Click Add. The New Action Item screen appears.
Step 3: Select a due date. This is the date the task will appear on the Action Items list.
Step 4: Enter the follow-up text.
Step 5: Select one or more employees.
Step 6: Click OK to save.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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