The Follow-Ups page in Accountable CRM is your daily command center for tracking and completing key activities. This view helps you stay on top of your tasks, follow-ups, and milestone reminders so nothing falls through the cracks.
Overview of follow-ups page:
Step 1: Accessing the Follow Ups Page
From the Top Navigation Bar, click Follow Ups.
Step 2: Follow Ups Navigation Menu
The Follow Ups page displays a secondary navigation menu below the main navigation bar.
The secondary navigation menu includes:
All - Displays the complete list of every follow-up item across all categories.
Milestones - These are date-driven events tied to your contacts - such as birthdays and anniversaries. The system automatically generates milestone reminders and can schedule emails on your behalf.
Follow Ups - These are scheduled touchpoints you have created or that the system has recommended.
Tasks- Tasks are action items that need to be completed - distinct from follow-up calls or meetings.
Suggestions - Created for new contact based on the selling system.
Opportunities - Act on transactions based on company - defined interest rates.
Each category displays a dedicated color-coded icon and The total count for that specific activity type.
Step 3: Activity Status Filters
You can click any one of the category to view the related records and activity count.
Today – View tasks and follow-ups due today.
Past Due – Catch up on anything overdue.
Future – Preview what’s coming up.
History - you can view all emails, automation and campaign sent to a contact by the user. The list displays the email subject and the contact’s name. To preview the email, click the campaign or automation name to access detailed information about that message.(Is Common for all).
Step 4: Bulk Action
Use the checkbox option to select one or multiple contacts at the same time.
Click the Tick icon to mark it as completed.
Click the Snooze icon to postpone a task or follow-up by selecting a new date. (Only for Suggestions and Opportunities)
Click the Delete icon to permanently remove it.
Overview of Filter Options
Suggestions
The suggestions page is intended to give you ideas of who to contact and how! As long as you're using our sales accountability software on a regular basis then our suggestions page will help you be consistent with your active database.If you want to create a suggestions? Learn more about the step-by-step process.
Follow-up
Follow-ups are more than just a contact tool—they act as a smart reminder system. By setting reminders for your contacts, you can streamline communication, build reliability, and manage contacts more efficiently.
If you want to create a follow-up? Learn more about the step-by-step process.
Tasks
Creating tasks for the logged‑in user bridges the gap between reminders and documentation. It’s a simple yet powerful way to ensure that every responsibility is tracked, contextualized, and completed on time.
If you want to create a task? Learn more to follow the step-by-step process.
Milestones
The Milestones section in an accountable CRM highlights important dates like anniversaries and birthdays of your contacts, ensuring you never miss an opportunity to celebrate and strengthen client relationships.
If you want to create a milestones? Learn more to follow the step-by-step process.
Opportunities
The Alerts & Opportunities for Transactions feature enables company users to track and act on transactions based on the interest rates set by the company. Users can receive timely alerts, identify new opportunities, and manage transactions more effectively in line with company-defined rates.
If you want to create a opportunities? Learn more to follow the step-by-process.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.
- Accountable Support