Follow up types are a way of scheduling items that you want to attach to a contact
Click on team calendar
Click the Visit on the team calendar
Inside you will be able to Complete the followup/event by clicking mark complete
If you would like to send a confirmation email click yes
Click the drop down arrow to change the touch type
Date and time are automatic to the followup/event
The note automatically transfers over
from the drop down you can change the touch type to the below
Click create once completed
when you enter the followup/event again it will show your changes
To customize the Followup/Events
Click Owners
System Setting
Folloewup/Task type
Here you will see what the default contact items are for each followup type
Lets edit the settings for the email click edit icon
What fields you want included
Weather or not you want them to be required
The touch type that will be assigned when complete
To add a new one
Click Followup Type
Give it a Name
What fields you want included
Weather or not you want them to be required
The touch type that will be assigned when complete
Select a color and an icon
Then click create
If you want to see the inactive types click