Skip to help content

Follow-ups

How to create a follow-up

Create a reminder to call or email a customer on a specific date, with clear notes so your team knows the next step.

Updated

For: Owner, Admin

Before You Start

  • Know which customer the follow-up belongs to.
  • Decide whether the action is a Call or an Email.
  • If the reminder is general for the customer, leave Link to as No link.
  • Clicking Save creates a real follow-up for your team.

1. Open Follow-ups

  1. Go to Follow-ups.
  2. Check whether a pending follow-up already exists for the same customer.
  3. Click Create follow-up.
Follow-ups list with the Create follow-up button and an overdue follow-up for Marcus Johnson

The list shows active, overdue, today, and upcoming follow-ups before you create a new one.

2. Fill out the form

  1. Select the Customer.
  2. Choose Call or Email under Action.
  3. Use Link to only when the follow-up belongs to a specific quote, invoice, job, or visit.
  4. Select the Date and add Time when it helps the team.
  5. Write a note with the exact next step.
New Follow-up form with Marcus Johnson, Email action, No link, date, time, and notes

In this example, the follow-up is an email for Marcus Johnson and is not linked to a specific document.

3. Save only when it is ready

  • Confirm that the customer, action, date, time, and notes are correct.
  • Click Save to create the follow-up.
  • Use Cancel if you were only reviewing or do not want to create anything.
Creates a real follow-up The form was filled during verification, but Save was not clicked.

4. States and controls you may see

These controls help you create the right reminder and understand how it will appear in the list afterward.