How to Edit Follow-Ups on Web

Overview: Business needs change. This article walks you through how to adjust the frequency, method, or start date of an existing follow-up schedule.

How to Edit a Follow-Up

1. Locate the Schedule: Open the profile of the contact whose schedule needs adjusting and click on the Follow Ups tab.

2. Enter Edit Mode: Find the active follow-up you wish to change and click the pencil (edit) icon on the right-hand side of the card.

3. Adjust Your Preferences:

   • First Follow Up: Use the calendar picker or the "Select Custom Date" dropdown to push the next reminder further out or pull it closer.

   • Follow Up Frequency: Change how often you want to be reminded (e.g., switching from "Each Week" to "Every 2 Weeks").

   • Follow Up Method: Update the preferred way to reach out, such as switching from "Phone Call" to "Text" or "Social Media."

4. Save Changes: Click the purple Save Follow Up button. A confirmation message will appear, and the schedule will update immediately to reflect your new settings.