CRM Phase 2 - Flipbook - Page 20
On Screen Follow-ups
My Tasks
Select My Tasks within
My Desktop
The diary will initially display
the number of follow-ups due
for each day
Click on the number of
follow-ups within the
diary
Select the required
follow-up from the
time grid
Within the Summary
tab now select the
contact to be follow-up
From here refer to process
02.003 02 L1 Satisfying a
Contact
On Screen Follow-ups
02.003.06 L1 9304E
Page 20 of 205
