Following up

1. Open a marketing action and switch to the tab for Contacts.
2. Select a person or company filter to have specific contacts displayed, or use the search function of the list.
3. Select a contact. The Follow up function is activated only now.
4. If you select the Follow up function and a respective type, the activity form opens.
5. Enter a Subject and fill out the form accordingly.
6. Assign a responsible if necessary (delegate), and make a comment for the responsible staff member.
7. Check further specifications if necessary.
8. Click on OK.

To find out which contacts you need to follow up, you can use the filter wizard in the Attendee list.

1. Open a marketing action in which attendee statuses are used (telemarketing, events).
2. Change to the Attendees tab.
3. Click the filter icon in the list.
4. In the filter wizard, click the attendee status.
5. Select any number of contacts and click in the function bar in "Sub dialog functions" Follow up (New), and select an activity to follow up.
6. In the activity, always enter a Responsible, so that the follow-up activities appear in their Entry portal.

If you save an activity again when following up for a contact, assign a new or different attendee status (Attendee status and feedback) in accordance with the progress. This way, you always have an over­view of the state the marketing action is in.