How to add a follow up on a contact

Modified on Mon, 24 Jul 2023 at 02:07 PM

You can keep a record of all client follow-ups, check in and phone calls along with comments on your client's profile.

Follow these steps:

  1. Search for the client name or business in the Global Search box.
  2. Click on the name of the client to open their profile.
  3. Click on new comment to add a comment, call, attempted call or check-in (Select the relevant option from the Record Type dropdown menu).
  4. Link the comment to an Opportunity / Job. 
  5. Assign an owner to the comment.
  6. Select the Follow-up date.
  7. Save to store the information on the client profile.
  8. Follow ups will be displayed on your home/My Actions page which can be marked as completed once they've been concluded.

See screenshot of adding a follow up to a contact below:

Fill in the details and click Save

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