How to Complete To-Dos/Follow-Ups

Ensure your records are always accurate by marking tasks as finished as you go.

Phase 1: Finalizing Follow-Ups

1. Identify Task: Locate your pending outreach in the Follow-Ups section.
2. Mark Complete: Check the box next to the contact’s name.
3. Rescheduling: The task will automatically update to its next scheduled date based on your recurrence settings and move to the Coming Up tab.

Phase 2: Finishing To-Dos

1. Open Task: Click on a specific task title to view its full details.
2. Update Status: Select Mark Complete at the top of the window, or simply click the circle icon in your main list.
3. Review History: Access the Completed tab to view a historical record of all finished items.

Video Walkthrough