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Step One: Click the [Follow Up] button


Step Two: Click the [Schedule A Follow Up] button


Step Three: Assign an employee from the drop-down box


Step Four: Select Follow-Up date


Step Five: Select time from the Follow-Up Time from the drop-down box


Step Seven: Populate the notes field then click the red [X]


Step Seven: On the date the follow up is due the green phone button will appear with the number of follow-ups to complete