Client Keeper Support
Web AppFollow-Ups and Tasks

How to Manage Follow-Ups on Web

Stay consistent with reminders and follow-ups.

Maintain consistent outreach to stay top-of-mind.

  • Time-Based Buckets: View tasks organized by This Week, Catch Up, and Coming Up.
  • Direct Communication: Click the Text or Email icons next to a contact to reach out instantly.
  • Quick Actions: Use the three-dot menu on any follow-up to mark it as Complete or Delete.
  • Exporting Data: Download your entire follow-up list via the Export CSV option in the header menu.

Video Walkthrough

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