Follow Up Conversation

Creating Follow Ups is a great way to link activities together in order to view them in a communication thread, and be able to assign multiple activities to different people cornering the same original activity.

When to Follow Up

If there is a need for multiple people to be assigned to a single activity, then you may create follow up activities that can then be assigned to other people. The follow up activities will be linked to the original activity.

NOTE: Each Follow Up is an individual activity that can be edited, and can be made private or viewable to client/vendors.

• From an existing Activity, there is a button called Follow Up that appears in the upper right corner.
• When you click this button, a new activity appears.
• Simply add the notes and subject, then assign it to the person you would like to receive this activity.
• You can choose to add your name to the Email To list so you can be emailed when they update the activity.
• Then, on the History tab of your original activity, you can see the follow up activity appear in the view, and monitor the status of those follow ups.

Next Steps

Managing Conversations

Resources

Setup For Conversations

Add New Conversation