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Schedule a Follow-up Task

Schedule follow-up tasks and keep an active work plan. Set reminders and keep track of important details. Eliminate the chance of forgetting a valuable customer.


Learn how to schedule new tasks and schedule future follow up. 

First Step

Begin by opening the sales up record you wish to create a new task and hover over Open Activities. Click the New Task button 

Second Step

On the task edit page, fill out the details for the new task

Final Step

 Click Save to be done or Save & New Task to create another task. After the task has been saved you can find it on your home page under the task section. If it is not visible, change the list view to Next 7 Days + Overdue.


The task will also be saved under Open Activities on the related Sales Up record. 

What's Next

When the due-date has arrived, learn how to close the task and log a contact.