Contact follow-ups
Schedule a reminder, leave a note, see the next action for any contact.
ContactsUpdated
The Follow-ups panel lets you schedule a date-tagged reminder for any contact. Useful for “ping them next Tuesday” or “send proposal by EOM.” Reminders appear on the dashboard widget and email you on the due day.
How to schedule
- Click + Follow up in the Follow-ups panel.
- Pick a date and write a short note.
- Save. The row shows up in chronological order.
Mark a follow-up done with the checkbox — it stays in history but is filtered out of the active list.