How to schedule a follow-up
Follow-ups are scheduled next steps that keep deals and relationships moving so nothing falls through the cracks.
#When to use this
Use this after any interaction where you agreed a next step or need to check back later.
#Step by step
1
Open the lead or deal
Go to the record you want to follow up on.
2
Add a follow-up
Set the next step and its date, and assign an owner.
3
Complete it when due
Do the step when it comes up and record the outcome.
#Expected result
What you should see
The follow-up appears in your follow-ups so the owner is reminded and nothing is missed.
#Common mistakes
- Setting a follow-up with no clear next action.
- Ignoring follow-ups once they are due.
#Troubleshooting
| If this happens | Try this |
|---|---|
| I am not reminded | Confirm the follow-up has a due date and that your notifications are on. |
#Best practices
- Always leave a record with a scheduled next step.
- Clear due follow-ups promptly.
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