The team's follow-ups

All Follow-Ups shows everyone's follow-ups, so a manager can see what is slipping and share the work.

Use the team view

  1. On My Follow-Ups, select Team view.
  2. The top shows how many follow-ups each person has overdue. Select a person to see theirs.
  3. Use Filters: Owner, Bucket (overdue, today, this week, upcoming, completed, or needs attention) and Due.
  4. Select a follow-up to open it. Where your role allows, Complete, Reschedule and Reassign are there too.

Reassign a follow-up

  1. Select Reassign.
  2. Choose the new Owner and confirm. They see it in their follow-ups at once, and the change is kept in the record's history.

My follow-ups takes you back to your own list.

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