Web AppFollow-Ups and Tasks
How to Edit Follow-Ups on Web
Update follow-up information as you go
Overview: Business needs change. This article walks you through how to adjust the frequency, method, or start date of an existing follow-up schedule.
How to Edit a Follow-Up
- Locate the Schedule: Open the profile of the contact whose schedule needs adjusting and click on the Follow Ups tab.
- Enter Edit Mode: Find the active follow-up you wish to change and click the pencil (edit) icon on the right-hand side of the card.
- Adjust Your Preferences:
- First Follow Up: Use the calendar picker or the "Select Custom Date" dropdown to push the next reminder further out or pull it closer.
- Follow Up Frequency: Change how often you want to be reminded (e.g., switching from "Each Week" to "Every 2 Weeks").
- Follow Up Method: Update the preferred way to reach out, such as switching from "Phone Call" to "Text" or "Social Media."
- Save Changes: Click the purple Save Follow Up button. A confirmation message will appear, and the schedule will update immediately to reflect your new settings.