What it does
- Tracks due, overdue, missed, completed, and cancelled follow-ups.
- Connects each follow-up to a lead and assigned team member.
- Supports clear notes so the next person knows what to do.
Public help guide
Follow-ups help
Follow-ups show what your team needs to do next and what has already slipped.
How to use it
- Create a follow-up from the Follow-ups page or lead pages.
- Mark it complete when the action is done.
- Review missed follow-ups from Action Center or Recovery.
Common checks
- Use filters to narrow by status, assignee, or timing.
- If you cannot edit a follow-up, your access level may be read-only or outside your allowed scope.
Need business-specific help?
Log in to contact support with your business account context.