Mobile AppFollow-Ups & Tasks
How to Add and Edit Follow-Ups on Mobile
Schedule automated reminders on your phone
Stay top-of-mind with your leads by setting up automated reminders directly from your phone.
- Access the Tool: Tap the purple (+) button on the Follow Ups dashboard to start a new reminder.
- Select Timing & Contact: Choose your Start Date (Today or a Custom Date) and select the specific contact, such as Donald Campbell, from your list.
- Define the Method: Choose how you want to reach out—via Text, Email, or Phone Call.
- Set Frequency: Pick a recurring frequency (e.g., Every 2 Weeks) so the app handles the remembering for you.
- Sync to Calendar: Toggle Show on Calendar to bake the task into your daily schedule, then hit Save.
- Manage Existing Tasks: View all upcoming tasks in the Coming Up tab or manage them individually within any contact's profile under the Follow ups section.
Pro Tip: Tapping into the specific follow-up details allows you to see the next scheduled date and exactly when the touchpoint started.