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.
What else do you need help with?