TutterflyCRM makes it easy for you to follow up on a Task. Continue reading to find out more.
● Click on the ‘Create Follow-up Task’.
Hurray! We are reaching the end of the help page. Just fill in the fields to create a follow-up Task.
Note: The subject, status fields are mandatory. If related to ‘Person Accounts’, the name of the account is a must. If related to ‘Account’, the name of the account and contact name are essential.
At last! A message box will appear indicating that a new Follow-up Task has been created.