Follow-up tasks

Follow-ups are reminders for sales calls, meetings, and next actions.

Screenshot needed: Follow-ups page

What this is for

Use follow-ups to avoid missed sales actions after a lead, deal, or visit.

Who uses it

Sales engineers and sales managers.

Steps

1. Open Follow-ups.
2. Click Create Follow-up.
3. Enter task title, due date, assigned user, and priority if shown.
4. Link lead, deal, customer, or visit if needed.
5. Save the follow-up.
6. Mark it complete or reschedule after action.

Important notes

Follow-ups due today and overdue tasks may appear on sales dashboards.

Common mistakes

• Creating tasks without due dates.
• Not linking to the related record.
• Leaving completed calls open.