Schedule your next touchpoint with a contact to stay organized, maintain relationships, and ensure important opportunities don't slip through the cracks.
Steps to create a Follow-up:
From the Home Dashboard, tap the "+" button.
And select Follow-Up from the menu.
In the Follow-Up form, Search for and select the contact you want to follow up with.
Choose when the follow-up should occur. You can select a quick interval, such as Tomorrow, +3 Days, +1 Week, or +2 Weeks, or choose a specific date. This field is required.
Set the time for when you want the follow-up to appear.
Enter a description to provide details about the follow-up. This field is required.
Tap Schedule to create the follow-up successfully.
The follow-up will be added to your activity queue, helping you stay on top of important conversations and maintain consistent communication with your contacts.
If you have any questions or experience any issues, please reach out to our support team at [email protected]
- Accountable Support