How to Manage Follow-Ups on Web

Maintain consistent outreach to stay top-of-mind.

• Time-Based Buckets: View tasks organized by This Week, Catch Up, and Coming Up.

• Direct Communication: Click the Text or Email icons next to a contact to reach out instantly.

• Quick Actions: Use the three-dot menu on any follow-up to mark it as Complete or Delete.

• Exporting Data: Download your entire follow-up list via the Export CSV option in the header menu.