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How to Create a Follow-Up ?

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:

  1. 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.


  2. Click on "Follow-Up" within the Quick Action menu.

  3. A modal popup will appear that will allow you to select or create a new contact.

  4. When you select the “No Due Date” option, the task is automatically created with today’s date by default.

  5. And add a time and date, and then a quick note about why you are follow up, and click the save button.

  6. You can also create a Follow-Up from the Pipeline tab under the Leads section. In the Leads tab, navigate to the Follow-Up column, click “Set Follow-Up”, and create a new follow-up for the selected contact.

  7. To view the created follow ups, click “Follow-Ups” from the top navigation bar.

  8. Select "Follow-ups" from the navigation menu bar under the main navigation.

  9. 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.

  10. Once you create, you will receive a reminder through the global notification in the top navigation bar.

  11. The following action icons ae,

    • Click the Tick icon to mark it as completed.

    • Click the Calendar icon to change the follow ups date.

    • Click the Edit icon to update the task details.

    • Click the Delete icon to permanently remove it.

  12. 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

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