Follow-up

How to add important dates and reminders

Save important dates on a record and choose whether to receive a reminder or send an email.

Create activities from the calendar or a contact, review them, and update them until complete.

Assign each action to the right person and verify who is expected to handle it.

Record notes and agreements for Softphone and WebCall conversations, and learn where to find recordings.

Review opportunity history and clearly record the next sales step.

Review the available options for adding activities to Google Calendar and staying current on mobile.

Switch views, narrow activities by type and status, and understand which calendars you can access.

Learn how CRM activities differ so you can choose the right type for each next step with a contact.