Follow-up Activities

Sometimes follow-up activities are required during a business process.

A validity period is assigned to follow-up activities as they are intended as reminders. They are displayed as activities for the linked account or person.

You can add follow-up activities to activities, accounts and persons.

To add a follow-up activity:

1. Switch to the desired record.
2. Click on Actions and select Follow-up Activity (new).
   
   
   
3. Enter the data.
4. Save.

   The follow-up activity is linked to the source record.