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Follow Up Activities

Copper Contributor
Posts: 57
Country: Canada

Follow Up Activities

When seting up a followup activity when entering a client/opportunity, does it matter if it is a to-do or a call.   I'm concerned about in the event I was unable to make the call and would the activity then carry over to the next day.



Posts: 4,395
Country: USA

Re: Follow Up Activities

The activity type shouldn't matter when doing a followup activity.  You can setup roll over activities.  If you have set this option and you do not clear a scheduled activity, it automatically rolls to the next day.


How to Automatically Roll Over Activities in ACT!