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.