You can schedule follow-up activities for any existing activity via the Activities tab on many of the hubs. For example, you can schedule a follow-up phone call with a potential
client.
To schedule a follow-up activity:
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On the Navigation menu, go to the Hubs section and select one of the Hubs.
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Click the
Activities tab.
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On the Activities grid, select the activity's record row for which you want to schedule a follow-up activity and click
Follow Up.
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Click the
Copy option to create a follow-up activity that copies field information from the original activity.
The Activity dialog box opens.
Vantagepoint adds a Follow-up prefix (for example, Follow-up: Report Client Audit) to the name of the copied activity.
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On the Activity dialog box, you can update the field information for the follow-up activity, such as the activity's date and time(s), type, recurrence, location, and other details as needed.
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Click
Save.
Vantagepoint inserts the follow-up activity details in the Activities grid.