How to Set Multiple & Recurring Follow-Ups
Never forget to follow up with automatic reminders
Setting Up Multiple & Recurring Follow-Ups
Consistent follow-ups are the backbone of great client relationships. Use this feature to ensure you stay top-of-mind without manual tracking.
Phase 1: Selecting the Client
Locate Contact: Open your Contacts list and select the individual you wish to engage.
Open Follow-Ups: Click the Follow-Ups tab within their profile to view all currently active tasks.
Phase 2: Scheduling the Routine
Add Follow-Up: Click the + Add Follow Up button to initiate a new routine.
Choose Your Type:
Default Recurring: Use this for standard intervals like "Each Week".
Custom Recurring: Use this for tailored schedules with unique titles and start dates.
Configure Details: Set your frequency and choose the best date for the cycle to begin.
Phase 3: Finalizing and Tracking
Save: Click Save Follow Up to store the routine.
Monitor Engagement: View your new schedule under Active Schedules or check the Activity log to see a history of your automated reminders.