Set & Complete Follow Up Tasks

Here are the steps to create a follow up task reminder from either the webapp (app.grouptrackcrm.com) or straight from Facebook:

  1. Open the contacts profile page in GroupTrack
  2. Scroll down to: Follow Up Task
  3. Select "what to do"
  4. Select "when to do it"
  5. Select "how you'd like to be reminded
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