How to Set Multiple & Recurring Follow-Ups

Setting Up Multiple & Recurring Follow-Ups

Consistent follow-ups are the backbone of great client relationships. Use this feature to ensure you stay top-of-mind without manual tracking.

Phase 1: Selecting the Client

1. Locate Contact: Open your Contacts list and select the individual you wish to engage.
2. Open Follow-Ups: Click the Follow-Ups tab within their profile to view all currently active tasks.

Phase 2: Scheduling the Routine

1. Add Follow-Up: Click the + Add Follow Up button to initiate a new routine.
2. Choose Your Type:

• Default Recurring: Use this for standard intervals like "Each Week".
• Custom Recurring: Use this for tailored schedules with unique titles and start dates.

3. Configure Details: Set your frequency and choose the best date for the cycle to begin.

Phase 3: Finalizing and Tracking

1. Save: Click Save Follow Up to store the routine.
2. Monitor Engagement: View your new schedule under Active Schedules or check the Activity log to see a history of your automated reminders.

Video Walkthrough