Follow Ups
Follow ups are scheduled reminders to reach out to a client, lead, or contact. They help you ensure no one falls through the cracks after an initial intake, consultation, or important milestone.
Navigate to Follow Ups in the left sidebar.
1. What is a Follow Up?
A follow up records:
- Who to contact (linked to a lead or client)
- When the follow up is due
- What to cover (notes)
- Who on your team is responsible
- Status (pending, completed, or cancelled)
2. Creating a Follow Up
- Navigate to Follow Ups.
- Click New Follow Up.
- Fill in:
- Contact / Lead — the person to follow up with
- Due date — when the follow up should happen
- Notes — what to discuss or what the purpose is
- Assigned to — the team member responsible
- Click Save.
You can also create a follow up directly from a lead's profile by clicking Add Follow Up on the lead detail page.
3. Managing Follow Ups
List view
The follow up list shows all upcoming and past follow ups. You can:
- Filter by status (Pending, Completed, Cancelled), assigned team member, or date range
- Sort by due date
Completing a follow up
- Click on the follow up row.
- Click Mark as Completed (or use the quick-complete button in the list).
- Optionally add a completion note.
Cancelling a follow up
If a follow up is no longer relevant (e.g., the lead converted or declined), click Cancel to remove it from the active queue without losing the record.
4. Overdue Follow Ups
Follow ups past their due date are highlighted as overdue. Check your follow ups each morning to ensure nothing is missed. The Dashboard also surfaces overdue and upcoming follow ups for quick visibility.
5. Tips
- Schedule a follow up automatically when you change a lead's status to "Follow Up Required" (if your org has configured this in Ticket Routing or Lead workflow).
- Use follow up notes to log what was discussed, even after marking complete — this creates a lightweight communication history.