Follow-ups

Track and manage follow-up activities for your leads.

Follow-up List

View upcoming and overdue follow-ups with:

• Lead name
• Follow-up type (call, email, meeting)
• Scheduled date
• Status

Scheduling a Follow-up

1. Open a lead
2. Click + Add Follow-up
3. Set the type, date, and notes
4. Click Save

You'll receive a notification when a follow-up is due.