How to Complete Follow-Ups on Mobile

Record completed follow-ups so it's scheduled again at a later date

Marking a follow-up as complete ensures your database stays accurate and your next reminders are scheduled.

Mark as Done: Tap the circle icon next to any active follow-up on your dashboard.
Automated Scheduling: For recurring follow-ups, completing the current task will automatically schedule the next touchpoint based on your set frequency.
Log Details: Optionally, add a Note to the contact profile to record the outcome of your outreach.

Video Walkthrough

How to Add and Edit Follow-Ups on Mobile

Schedule automated reminders on your phone

How to Complete To-Dos on Mobile

Complete your tasks and record them as you go