Follow-ups

A follow-up is a scheduled next action against a contact: a call to make, an email to send, a meeting to hold, a proposal to deliver.

Scheduling one

From a contact's detail page, Schedule follow-up:

• Date / time — when it's due
• Action type — Call, Email, Meeting or Proposal
• Notes — context for future-you
• Owner — which agent is responsible (defaults to the contact's assigned agent)

Scheduling a follow-up counts as activity, so it also clears the lead from the dormant list.

States

State	Meaning
Pending	Due in the future, not done
Overdue	Due date has passed, not done
Completed	Marked done

The Follow-ups screen lists all of them and can be filtered by state. The daily agenda pulls the overdue and due-today ones automatically.

Completing one

Mark a follow-up done when you've done it. That records a completion time and moves it out of the agenda. Completing a follow-up is a good moment to also log an interaction describing what actually happened, and to schedule the next follow-up if the lead is still open.

Adding it to your calendar

Any follow-up can be exported as an .ics file — download it and open it in Outlook, Google Calendar or Apple Calendar to get a reminder there too. This works on the free plan.