Follow-ups
Follow-ups are scheduled actions you need to take with contacts or deals.
Creating Follow-ups
You can create follow-ups from multiple places:
- Follow-ups page: Click + Add Follow-up
- Contact detail: Use the "Schedule Follow-up" tab
- Dashboard: Via Quick Actions
Follow-up Types
- 📞 Call
- ✉️ Email
- 📅 Meeting
- 📝 Other
Priority Levels
- 🔴 High — Appears prominently in the action queue
- 🟡 Medium — Standard priority
- 🟢 Low — Can wait
Dashboard Integration
Overdue and today's follow-ups appear in your 🔥 Action Queue on the dashboard, prioritized by urgency. You can complete them with one click.
Recurring Follow-ups
Check "Recurring" when creating a follow-up and set the interval in days. After completing a recurring follow-up, a new one is automatically created for the next interval.