Create follow-up

Audience:

person

Some tooltip text!

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To create a follow-up (appointment or task) in SuperOffice directly from Outlook, follow these steps:

1. Open the email related to the activity.

2. In the SuperOffice Outlook sidebar, select Create appointment or Create task.

3. Fill in the required fields:

   • Company: Choose the relevant company from the list.
   • Contact: Select the person from the company for this follow-up.
   • Sale (Optional): Link the follow-up to an existing sale if relevant.
   • Project (Optional): Link the follow-up to an ongoing project if applicable.
   • Type: Choose the type of follow-up (such as, Customer complaint, Meeting).
   • Date and Time: Set the date and time for the follow-up.
   • Description: Add any important details related to the follow-up (such as, case number or additional context). Optionally, edit the prefilled text.

4. Once all fields are completed, click Save.

   

Tip

You can also create a sale or request directly from the email. If it is part of an ongoing issue, you can attach the message to a specific request.