Add Follow-up Process Option
3 - Click on the Follow-up Process tab.
4 - Click on Add Follow-up.
5 - A new line will appear. Enter the Follow-up Option in the space provided. Double-click in the Description field to enter a description if desired.
You can enter your Follow-up Process Options in two ways:
a) Click on Add Follow-up multiple times to add as many fields as you need and then go back and enter your Follow-Up Process Options in the spaces provided; or
b) Click on Add Follow-up, enter your Follow-up Process Options in the space provided, and then click on *Add Follow-up * again and repeat the process as many times as needed.
Note: If there is a sequential order to your options and you are entering them one at a time, start entering the final one first as each new option you enter will appear above your most recent entry.
6 - Click Save.
Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it’s been saved, the red triangle will disappear.