How to Organize Follow-Ups by Type and Status on Mobile

Stay consistent and present with your leads using the centralized follow-ups dashboard.

• Utilize Dashboard Tabs: Quickly navigate between This Week for immediate tasks, Catch Up for overdue reminders, and Coming Up to plan your future schedule.

• Filter Your View: Tap the filter icon at the top to sort your list by specific categories like standard follow-ups, upcoming birthdays, or "Houseiversaries".

• Manage Priority: Use these views to ensure no one in your database is forgotten and every high-priority lead is addressed on time.