How to Complete Follow-Ups on Web

Overview: Quickly clear and complete multiple reminders from a centralized location, your Follow-Ups dashboard.

Access Follow-Ups: Select the Follow Ups tab from the left-hand navigation menu.
Navigate to Catch Up: Click on the Catch Up tab at the top of the dashboard. This section specifically filters for follow-ups that are currently due or overdue.
Mark as Finished: Locate the contact you have reached out to and click the checkbox on the left side of their name.
Confirm the Next Date: Once clicked, a green confirmation toast will appear at the bottom of the screen. This notification confirms the task is complete and displays the next scheduled date based on your recurring frequency settings.