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Batch Follow Up

Batch Follow Up

Written by Sofia Zúñiga Vega

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


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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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