Follow-up panel
Use this area to create follow-up items for your task and configure SMS notifications if they are enabled by your system administrator in Sage CRM.
|
Field |
Description |
|---|---|
|
Create Follow-up Task |
Select this option to create a new follow-up task based on the current task. The follow-up task is created when you save the current task with this option selected. |
|
Create Follow-up Appointment |
Select this option to create a new follow-up appointment based on the current task. The follow-up appointment is created when you save the current task with this option selected. |
|
Create Follow-up Opportunity |
Select this option to generate a new opportunity based on the current task. This option is available only when editing an existing appointment. |
|
Send SMS Message Immediately |
Select this option to send a notification SMS message to the users added to the User option in the Scheduling panel. This option is available only if your system administrator has enabled SMS messaging in Sage CRM. |
