There are currently 2 ways of viewing the Follow Up Types page:

1. New Member

When adding a follow up to a New Member, you will be able to create a new follow up Type by clicking on the Create Type button.

2. Manage Types

On the Follow Ups page, simply click on the Manage Types button.

New Type

When viewing the Follow Up Types page, click on the New Type button to add a new follow up type.

A new popup will be displayed allowing you to enter the following information:

• Type – The name of the follow up type.
• Description – Description of the follow up type.
• Days to Complete – The number of days to complete.