Follow-Up & To-Do FAQs
Get answers to your most asked questions about follow-ups
Follow-Up & To-Do FAQs
FAQ 1: What is the difference between a Follow-Up and a To-Do? Answer: A Follow-Up is a recurring reminder to maintain a relationship (e.g., "Call every 30 days"). A To-Do is a specific, one-time task with a deadline (e.g., "Send the inspection report by Friday").
FAQ 2: How do I set a default follow-up frequency for new leads? Answer: In your Profile & Settings, you can set a global follow-up interval. Any new lead added to the system will automatically inherit this schedule unless you manually change it on their profile.
FAQ 3: Can I sync my To-Dos with my phone's calendar? Answer: Yes. By enabling the Calendar Sync in your settings, any To-Do with a specific time and date will automatically appear on your external Google or Outlook calendar.
FAQ 4: What happens if I miss a scheduled Follow-Up? Answer: Missed follow-ups will appear in red on your Follow-Ups dashboard and will remain in the "Overdue" section until you either log the interaction or reschedule the task.
FAQ 5: How do I log a completed follow-up? Answer: Click the Log Interaction button next to the follow-up reminder. Select the method (Call, Email, Text) and add a brief note about the conversation to reset the follow-up clock.