Contact Type

Select the contact type from the dropdown list

Contact date

Set the date for next contact (today, tomorrow, n days/weeks/months from now)

Team

Select team from the dropdown list or *ALL*

Consultant

Select the consultant from the dropdown list

Applicant

Select the applicant the next contact is to be created for

Text

Free format text

Filename

Define the file path to be attached to the entry

Save item

Select whether to Save the next contact details or Save & Close

 


Related Topics

Individual step types