How do I complete or cancel a Follow Up?

Overview 

Once a Follow Up is scheduled, you can update its status directly from the contact record. This article shows how to complete, edit, or cancel an existing Follow Up.  

Step 1: Open Follow Ups from the contact record 

• Open the contact record. 

• Navigate to the Activity tab. 

• Select the Follow Up hyperlink.  

A window opens with options to manage the Follow Up. 

Step 2: Choose how to update the Follow Up 

Select one of the following actions:  

Complete follow up 

• Select a value from the Result dropdown. 
• Result options vary depending on your permissions and whether the contact is an Individual/Person or Organization. 

Edit follow up 

• Update any previously recorded details. 

Cancel follow up 

• Marks the Follow Up as canceled in the contact history. 

What else do you need help with? 

• How do I manage Follow Ups using reports and bulk tools? 

• Understanding Contact Follow Ups