Introduction

The following steps explain how you can create a future interaction or meeting, and how you can access the messages you have sent to your client. 

How to do it

1. Create a new Interaction of the type Face-to-Face meeting and add a title, e.g. “Follow-up Meeting”.

2. Set a future date and time for the meeting.

3. From the 'Client Relation’ menu, click the tab 'Mailbox' to view the messages you sent to the client.