Referring a Follow-up
If you want to ask someone's opinion on a problem, or to complete a task that you have already begun, the best way to do it is to refer a follow-up to him.
For example, when you start a project, you may write a follow-up to keep track of your progress, and to keep the deadline in mind. If you want someone else's help, referring the follow-up to him will allow him to read through past messages, and to quickly gain an understanding of the project.
When you refer a follow-up to someone else, it will also appear on that person's list of follow-ups. He can open it, write reminders, close it, or refer it to someone else.
Even if you refer the follow-up to someone else, it will remain visible on your own list of follow-ups.
On this page, we will show you how to refer a follow-up by using the same example as in the 'Associating a follow-up with a Contact' page.
A client has a problem with your software and his printer. You have already written a follow-up to keep the problem in mind. You've tried to solve it to the best of your knowledge, but haven't succeeded yet. You want to ask your colleague Elmer's advice, so you refer the follow-up to him.
To do so, open the follow-up from the follow-up list, as if you were writing a reminder. Then, write your question, and select Elmer's name in the 'refer to' drop-down list:
Click on the 'Refer' button to refer it to Elmer. The follow-up will be on his list the next time he opens it:
If he knows how to fix the problem, he can call the client himself, write a reminder 'Problem solved', and close the follow-up.
If he doesn't know how to fix the problem, he could refer the follow-up to someone else, or write a reminder 'I don't know' so that others will be aware that he has already looked at the problem.
Related topics
Once you know how to refer a follow-up to someone else, and how to associate a follow-up with a Contact, read the tips for managing follow-ups.