Creating a follow-up appointment through phone call/email on a particular date

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Posted on by Community Member

Hi there !

I was looking to create a follow-up appointment as a phone call/email/visit on a specific date when a lead is created. I have read in the forums that 2 fields can be created like follow-up date and Activity. Is there a standard CRM way to achieve this?

Any directions would be helpful.

Many Thanks !

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Community Member on at

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RE: Creating a follow-up appointment through phone call/email on a particular date

Hi there

Thanks for this reply.

Can this follow up task be set to email someone at a future date ? ie: follow up on a new lead for January 2017? (We are wanting email reminders for these future appointments if possible)

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Aileen Gusni 44,524 on at

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RE: Creating a follow-up appointment through phone call/email on a particular date

Hi Naddu

Use a workflow to auto create follow up task or another activity like appointment phone call or visit as custom activity once the lead created is the easiest way.

Thanks

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Hugo Silva 1,374 on at

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RE: Creating a follow-up appointment through phone call/email on a particular date

Hi Naddu,

If i understand what you want the only standard CRM way to do this is to create a followup activity through workflow on lead creation. Some people create a workflow and stay waiting until certain date, but i don't recommend this, is not a good approach put workflows waiting some something.

In resume out of the box, what you can do is to create workflow where you create a Task (or some kind of) where you mention that the user need to do a phone call/meeting/email or visit on that date, for example 30 days after the lead is created.

I hope this helps.

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