The Follow-Ups tab in your 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. Click here to create a follow-up.
Steps to Create a Follow-Ups:
1.From the Follow-Ups Dashboard:
You’ll see three key sections:
Today – View tasks and follow-ups due today.
Past Due – Catch up on anything overdue.
Future – Preview what’s coming up.
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-Ups – Scheduled follow-ups you’ve created.
Tasks – To-do items assigned to you.
Milestones – Key dates such as application anniversaries or closing reminders.
3.Click Apply to update the list.
From the Quick Action™ button:
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 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.
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.