Under Follow-up groups , you create the groups that can be selected on the follow-up activity.
The following follow-up groups have been set up here.
- Sales leads
- Support topics
One can create and define all the desired follow-up groups. The groups here represent the status of the topic, for example whether the topic is “Completed”, “Not assigned” or “In consideration”.
Follow-up groups are used in: Follow-up activities. Read more here