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Happie Pingol
Happie Pingol
Community Manager
Jan 1, 2026 9:22 PM UTC

How do I add a Follow Up to a contact?

Overview 

 

Follow Ups can be added directly from a contact record and help you track who needs outreach and when. This article walks through what information is required when scheduling a Follow Up.  

 

Step 1: Schedule a Follow Up from a contact record 

  • Open the contact record. 

  • Select the Schedule icon to Schedule Follow Ups.  

 

Step 2: Enter Follow Up details 

 

When scheduling a Follow Up, complete the following fields:  

  • Follow Up Date – the due date. 

  • Follow Up By – the assigned user (defaults to the creator). 

  • Follow Up How – the communication method. 

  • Priority – Low, Medium, or High. 

  • Notes and Note Category – related context. 

  • Link to an Action Plan – available only if your package includes Moves Management, Planned Giving, or Grants. 

Note: After saving, reminders for upcoming or overdue Follow Ups appear when you log in.  

 

 

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