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Follow-ups

Follow-ups help you track next actions for companies and contacts.

They are tightly integrated with notes, the Dashboard, and the Calendar.

Creating Follow-ups​

Follow-ups can be created from:

  • Company notes
  • Contact notes

Each follow-up requires:

  • A due date
  • A due time

You can also include contextual notes to describe the task.

Ownership and Permissions​

  • The user who creates a follow-up becomes its owner
  • Only the owner can:
    • Edit the follow-up
    • Resolve the follow-up

Resolving Follow-ups​

  • Resolving a follow-up marks it as complete
  • Resolved follow-ups:
    • Disappear from the Calendar
    • Remain linked to the original note for history

Where Follow-ups Appear​

  • Dashboard – linked to the relevant company or contact
  • Calendar – shown until resolved

This ensures no follow-up is missed while keeping historical context intact.