How do I schedule follow up?

How do I schedule follow up?

As with the old Silverlight Studio, there are multiple ways to schedule follow up on your lead. 

From the Lead Details screen you can use the calendar in the Action menu to + New Event, view the calendar and click on a date, or click 'Add' in the 'Next Action' section on the calendar.  When you are ready you can mark the event as 'Complete' or 'No Show'.





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