Follow-ups are lightweight reminders to re-engage a lead — a simpler, date-driven companion to tasks.
Create a follow-up
Go to CRM → Follow Ups and click Add Follow-up.
Enter the required fields: follow-up name, Follow-up Date, Status, and Priority.
Optionally add a description, follow-up time, the linked lead, an assigned member, a Channel, a follow-up type, a reminder, an outcome, and a Next Step.
You can also add a follow-up directly from a lead's profile.
Track your follow-ups
Use the board view to see follow-ups by status; drag between columns to update.
Switch to the table view for a sortable list.
Default statuses are Pending, Completed, and Cancelled.
A follow-up that stays open past its date is flagged as overdue on the lead's profile, and overdue counts appear in the Activity section of Reports.
Tips
Create a follow-up the moment a lead says "not now" — set the date for when they said to check back.
Use the Channel field to plan the touch (email, call, LinkedIn) so future-you doesn't have to decide.