Using Notes for Follow‑Ups

Notes and follow‑ups work together to keep you organized.

1. Add a note describing the interaction
   Example:
   “Talked to Mike — wants me to check in next week about pricing.”
2. Add a follow‑up
   Set a reminder for the exact date you need to reconnect.
3. When the follow‑up is complete
   Mark it done.
   This automatically logs the completion in the contact’s history.
4. Review the timeline
   You’ll see:

The original note

The follow‑up

The completion

This gives you a full picture of the interaction.