The "Follow -Ups are a way to track and assign tasks to yourself or others.This Ups" feature allows you to create reminders for tasks related to companies, projects, or contacts. You can assign follow ups to yourself or share them with others, set due dates and priorities, and track progress. Stay on top of your tasks, collaborate effectively, and improve productivity with the "Follow Ups" feature.
Below is a grid listing of all follow-ups that have been saved to the company location. This is where you can historically see what follow ups have been added to a company record. All your open follow ups will be conveniently listed on the main left-hand side toolbar.
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