Select Contacts from the main menu:
2. Select the contact that you want to add a follow up to:
3. Within that Contact select “Follow-Up Reminder”
4. Add a follow up by selecting the “Green Plus Sign”:
5. Then you have the option to set your Follow up settings:
See this in action on our Shuffle by Elify YouTube Channel:
Also check out the complete playlist on Follow ups at Shuffle by Elify YouTube Channel: Master the Art of Follow Up Playlist