Follow Ups
Follow-ups are scheduled next steps that keep deals and relationships moving.
#What it is
A follow-up reminds the owner what to do next and when, tied to the relevant record.
#Key capabilities
- Schedule a next step with a due date
- Assign follow-ups to owners
- See what is due and overdue
- Convert follow-ups into logged activities
#How to use it
1
Schedule it
Add a follow-up with a date and owner.
2
Get reminded
Due items surface so they are not missed.
3
Complete and log
Do the step and log the outcome.
Tip
The Sales Agent can prepare follow-up drafts; you review and send.
#Related AI departments
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