Batch Follow Up

Batch Follow Up

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

You can set a Follow Up Task for multiple contacts at the same time. Select from any of the contact groups or you may select All Contacts.

Using the check box on the left side, select the contact you want to include to the Batch Follow Up. The Batch button will then appear.

Click the drop down and select Batch Follow Up from the actions.

Choose the follow up action you want and also the action date, you can also select the staff member you want to assign the Follow Up Task. 

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