Editing or Reassigning a Follow Up

Overview: If you need to edit the content of a follow up, due date, add/change a note, or change who the follow up is assigned to, this will teach you how. 
To edit a follow up:
  1. Navigate to the follow up by searching for it.
  2. Click the edit icon to the right of the follow up.
  3. Make your changes and click "Save."


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