Enabling a Follow-Up Activity
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

In order to use the follow up feature, you must enabled it for each custom activity-type in Activity Settings. To enable, navigate to Settings | Activities and then scroll towards the bottom to find the Follow-Up option and checkbox icon. Check the box to enable follow-ups on the selected activity-type.

You may also set what activity type the follow up activities should use. This is simply a default. Selecting this option does not preclude a user from changing the default when on the activity form later.

**Please Note** If the Follow-up activity type is left blank, the follow up activity will be the same activity type as the completed activity.


What's Next?

Looking for more information on creating a follow up activity? Or want to know how to create activities in bulk? Check out our content below!

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