1. Click "Contacts" located on the toolbar at the top of your page.
2. Click on the name of the contact you wish to set a follow-up with.
3. On the right-hand side of your screen, you will see a "+" sign button.
4. Click "Follow-Up".
5. You will be prompted to create a new follow-up.
6. Here you can enter the title, date, time, if the even it recurring/all day, a color, who to connect the contact to, and who the follow-up is shared with.
7. You can also click the "Send Invite" check box to automatically send an invitation.
8. Once finished, click "Create" and it will be saved.