Assigning a Follow Up

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    When I create a followup and assign it to an entire TAG, how could I assign it to a person to follow up on that tag? 

    If so, would every time a new person is added to the TAG, would that person who I assign it to receive a follow up email to check on the newcomer who just came in?

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    Stephen Ivey


    Great question! The functionality as you have described it does not currently exist, however, we have a list of automated tasks that would allow some automation for follow-ups. Take a look at those here: Automated Tasks Overview

    Let us know if this information is being useful for you!

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