How do I stop forgetting to follow up?

Q: How do I stop forgetting to follow up?

On a contact, company or deal record, set “follow up every…”: 7, 14, 30, 60 days or any number you like. If nothing happens during that time (no email, message or meeting), the follow-up appears in your Inbox, in My day and in the To do column of the Agenda. You can also set a precise follow-up date on a contact, company or deal.

Question

Accepted Answer

On a contact, company or deal record, set “follow up every…”: 7, 14, 30, 60 days or any number you like.

If nothing happens during that time (no email, message or meeting), the follow-up appears in your Inbox, in My day and in the To do column of the Agenda. You can also set a precise follow-up date on a contact, company or deal.

How do I stop forgetting to follow up?

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