Selecting follow-up activities

Follow-up activities can be activity plans, tasks, schedule items, or documents that users can assign for a caller if further action is needed after their call.If you do not specify any follow-up activities, the Follow-Up button in NexJ CRM will not appear.
To select follow-up activities for inbound and outbound calls:
  1. Navigate to the Document Codes page.
  2. In the Contact Center Templates tab, in the Follow-up Activities list, click the Edit button .
    The Edit dialog opens.
  3. In the list on the left side of the dialog, select the follow-up activity that you want to add, and click Add.
    Your selection is added to the list on the right side of the dialog.
  4. Click OK.
    The Edit dialog closes.
The follow-up activity is now added and can be used for calls in NexJ CRM.