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.