Follow‑ups help you stay consistent and reliable. 1. Sales Use follow‑ups to: 2. Client work Use follow‑ups to: 3. Networking Use follow‑ups to: 4. Personal contacts Use follow‑ups to remember: 5. Keep it simple One reminder at the right time is more powerful than a complicated system.
Follow‑ups are your lightweight workflow system. 1. Set reminders for every important interaction Examples: 2. Use follow‑ups to manage relationships Great for: 3. Combine follow‑ups with notes Example: 4. Review your follow‑ups daily A quick daily check keeps you on track.
Once you’ve completed a follow‑up, mark it done to keep your list clean. 1. Open the follow‑up From the Follow‑Ups page or the contact profile. 2. Click “Complete” This removes it from your active list. 3. It’s automatically added to history Completed follow‑ups appear in the contact’s Activity History so you always have a record.
You can see every reminder in one clean list. 1. Go to “Follow‑Ups” Use the top menu or dashboard link. 2. View your list You’ll see: 3. Click any follow‑up to open the contact This takes you directly to the person you need to reach out to. 4. Sort or filter (if supported) Some setups … Read more
Article 1 — How to Set a Follow‑Up Reminder Follow‑ups help you stay connected and never lose track of important relationships. 1. Open the contact Go to Contacts, then click the person you want to follow up with. 2. Find the Follow‑Up section It appears directly on the contact profile. 3. Add your reminder Enter: … Read more