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:
From the Follow-Ups page:
You’ll see four key sections:
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 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.
Note: In the Follow-Ups column, click the "+" icon. A modal will appear that will allow you to select or add a contact, add a time and date, and then a quick note about why you are following up.
2.Filter Your View
You can customize what shows up by selecting the type of activity you want to see.
To apply filters:
Click on the filter icon (next to "How to use this page").
Choose one or more of the following:
Suggestions – AI-recommended contacts to follow up with.
Follow-Up – Scheduled follow-ups you’ve created.
Tasks – To-do items assigned to you.
Milestones – Key dates such as application anniversaries or closing reminders.
Opportunity – Act on transactions based on company-defined interest rates.
Click Apply to update the list.
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 issues adding a follow-up or would like to ask questions regarding follow-ups, please let us know using our Coach-on-Call feature.