Why make an email follow up?
Creating an email follow-up will allow you to succinctly keep track of all your important data, so you never have to worry about things going missing.
You can create an email follow-up from many screens. This example will take you through the steps from an Opportunity record.
How to create an email follow-up
- Open Dynamics and open an Opportunity.
- Click on the Add tab on the ribbon.
- Click on the email icon.
- Ensure that the TO recipient is correct – if not – select a new person by starting a search on that field.
Want to find out more?
Find out more about creating email follow-up with our guides.