Viewing All Upcoming Follow‑Ups

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:

  • Today’s follow‑ups
  • Upcoming reminders
  • Overdue items (if any)

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 allow sorting by:

  • Date
  • Contact
  • Status

This keeps your workflow organized.