In Accountable CRM, 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.
Steps to Create a Follow-Ups:
If you aren't familiar with the Quick Action™ button, it is the big "+" button at the bottom left of the screen while on the platform. Click on this button to see all of the available options. Click on "Follow-Up" within the Quick Action™ button.
A modal popup 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 and click "Save" and your new follow-up will be added to the Sales Dashboard™ and the contact record.
Follow-ups are how Accountable CRM helps you show up professionally, consistently, and intentionally. When every conversation has a next step, momentum becomes automatic—and selling becomes simpler.
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.