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Track customer follow-ups

Promised to call back on Thursday? Set it as the customer's follow-up date. The Follow-ups tab puts overdue ones first, then today, then later.

Open Follow-ups

How to do it

1. Open a customer and set the Follow-up date.
2. Open the Follow-ups tab: overdue first, then today, then the rest by date.
3. After the call, add a note of what happened with its date.
4. Choose Done to clear the follow-up, or set the next date.

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Questions

Will I get a reminder?

The list is in the app; it does not send email or push notifications by itself. Open the Follow-ups tab each morning, or see Follow-ups due in the next 14 days in Reports.

Where do my notes go?

Each note is a dated line on the customer, shown newest first on their page. The same notes show in Contacts.

Can I see follow-ups for one group only?

Use the sidebar to pick a group or a tag in the Customers tab, and sort by Follow-up.

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