My follow-ups

A follow-up is a promise to someone, with a date: "Send the revised quote by Friday". Follow-Ups in the menu lists yours, and its badge shows how many are overdue.

Work through your follow-ups

  1. Open Follow-Ups. The tabs are Overdue, Today, This Week, Upcoming and Completed (the last 30 days).
  2. Each card shows what to do, for whom, and when it is due. Call and E-mail reach the contact; Open opens the deal or company.
  3. When it is done, select Complete. Add an Outcome if you like: ASTRO then logs it as an activity too.
  4. Not today? Select Reschedule, pick a quick date or a New due date, and add a reason if you like.
  5. Completed one by mistake? Find it under Completed and select Reopen.

Schedule a follow-up

  1. Select Schedule follow-up (here, on the calendar, on a deal, or from New).
  2. Type What do you need to do?
  3. Choose when it is Due: a quick pick such as Tomorrow or Next Monday, or a date.
  4. Choose the Company, and the Contact and Opportunity if it is about one.
  5. The Owner is you unless you choose a colleague. Add Notes if needed.
  6. Select Schedule.

You can also set a follow-up while logging an activity, or from an opportunity's Next action.

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