Creating a Follow up

Creating a Follow-up

Step 1: Go to the notifications Dashboard by selecting the bell in the top right corner or the Referrals tab.

Step 2: Select the Follow-ups box.

Step 3: Once on the Follow-up page select the add follow-up link from the card.

Step 4: Fill out the fields you wish to include in your follow-up and select the save button. The only required field is the Description field.