Scheduling follow-up activities
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You can schedule a follow-up activity when you record a history, clear an activity, or from the Opportunity dialog box. |
To schedule a follow-up activity while recording a history
From the Contacts menu, click Record History.
From the Record History dialog box, record a history, and then click the Follow-up button.
Schedule the follow-up activity.
To schedule a follow-up activity while clearing an activity
Clear an activity.
From the Clear Activity dialog box, click the Follow-up button.
Schedule the follow-up activity.
To schedule a follow-up activity from the Opportunity dialog box