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).

  1. Go to Customer > Open a customer > Marketing > Action Items tab.
  2. Click Add. The New Action Item screen appears.
  3. Select a due date.  This is the date the task will appear on the Action Items list.
  4. Enter the follow-up text.
  5. Select one or more employees.
  6. Click OK to save.