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:
Click on the Quick Action button, it is the big "+" button at the bottom left of the screen on the platform. Click on this button to see all of the available options.
Click on "Follow-Up" within the Quick Action menu.
A modal popup will appear that will allow you to select or create a new contact.
Select the next follow-up by choosing the number and the frequency (Days, Weeks, or Months).
Example:
Select 3 and Days to schedule the follow-up 3 days from the selected date.
Select 2 and Weeks to schedule the follow-up 2 weeks later.
Select 1 and Months to schedule the follow-up 1 month from the selected date.
And add a date and time, and then a quick note about why you are follow up, and click the save button.
You can also create a Follow-Up from the Pipeline tab under the Leads and Partners section. In the both tab, navigate to the Follow-Up column, click “Set Follow-Up”, and create a new follow-up for the selected contact.
To view the created follow ups, click “Follow-Ups” from the top navigation bar.
Select "Follow-ups" from the navigation menu bar under the main navigation.
Based on the selected tab filter, the content is displayed in the grid table.
Today – View tasks and follow-ups due today.
Past Due – Catch up on anything overdue.
Future – Preview what’s coming up.
Click Today, Past due or Upcoming to see all tasks due on the current date. Each row displays the contact name, task type, title, description preview, scheduled time, and due status.
Once you create, you will receive a reminder through the global notification in the top navigation bar.
The following action icons are available for each contact:
Email – Click the Email icon to send an email to the selected contact.
Call – Click the Call icon to initiate a call with the selected contact.
Click the three-dot (⋮) icon next to a follow-up to access additional actions.
Notes – Click the Notes icon to record or view activity notes related to the follow-up.
Complete – Click the Tick icon to mark the follow-up as completed.
Reschedule – Click the Calendar icon to change the follow-up date and time.
Edit – Click the Edit icon to update the follow-up details.
Delete – Click the Delete icon to permanently remove the follow-up.
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.
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