Creating New Follow Up Options

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    nealcalhoun

    Is there a way to assign a follow up to a "tagged person or group". 

    For example: Assigning a general visitor follow up to "group 2 leaders" that are tagged in the system.

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    Ashley Lynn

    @nealcalhoun at this time Follow-Ups can only be assigned to one "User" with permission granted to "follow-ups" at a time. There is no way to assign a follow-up option to multiple people to have them complete the follow-up. 

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