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Happie Pingol
Happie Pingol
Community Manager
Jan 1, 2026 9:25 PM UTC

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. 

 

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