CRM Phase 2 - Flipbook - Page 49
Changing Follow-up
Details
9. Introduction
Depending upon the system parameters, a user can have access to change the follow-up details of an
outstanding contact. For more information refer to User Access Control.
This is particularly useful where a follow-up has been completed but no action has occurred and rather than
creating an additional contact the follow-up date may be changed.
Alternatively, if a follow-up is to be passed to another executive this can be changed instead of creating additional
contacts.
Changing Follow-up Details
02.003.05 L1 9304E
Page 49 of 205
