How to Set Recurring and Multiple Follow-Ups on Web

Objective: Automate your outreach by setting recurring follow-up reminders.

1. Open a Contact: From your All Contacts list, click on the lead you want to follow up with.

2. Add Follow-Up: Scroll to the Follow Ups card on the right and click the plus (+) icon.

3. Configure Schedule: * Select the First Follow Up date (e.g., "Next Week" or a custom date).

   • Choose the Follow Up Frequency (e.g., every 2 weeks, monthly, etc.).

   • Select your Follow Up Method (Phone Call, Text, Email, etc.).

4. Save: Click Save Follow Up to activate the schedule.