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Prioritisation can only be set when viewing the list of followups.

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 Correspondence Tab

The Correspondence Tab (found throughout the system) has a highlight to show any correspondance that has a follow up set.  Tick to set as a followup - then optionally set a person, date and time.Image Removed

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Follow up Tab

The Lead, Customer and Supplier forms all have a Followup tab filtered to only deal with followups for that type of record.

Ie all lead followups will show on the lead followup form

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