Enter Delay Duration

Include Word document
Include PDF document
{{item.ContactDetails.FirstName}}
{{contact.ContactDetails.FirstName}}

Create task in CRM
{{item.ContactDetails.FirstName}}
{{contact.ContactDetails.FirstName}}
Note created under
{{item.ContactDetails.FirstName}}
{{contact.ContactDetails.FirstName}}
Log note as
note
  Create task to follow up in
{{associatedStaff.FirstName}} {{associatedStaff.Lastname}}