Mastering Follow-ups: Stay Organized and Never Miss a Beat
Imagine having a smart assistant that helps you remember every important task, deadline, and commitment in your business relationships. That's precisely what Follow-ups are designed to do! They are your built-in system for staying on top of your to-dos, ensuring nothing slips through the cracks, and fostering stronger connections with your contacts and companies.
Think of Follow-ups as your personal task manager, specifically tailored for your business interactions. They help you:
Stay Organized: Keep all your tasks and commitments in one central, easily accessible place.
Prioritize Effectively: Clearly see what needs to be done, by when, and who is responsible.
Improve Follow-Through: Ensure timely action and consistent communication with contacts and companies.
Enhance Team Collaboration: Share tasks, track progress, and maintain team alignment on follow-up activities.
Let's explore how to navigate and master Follow-ups to boost your productivity and strengthen your business relationships!
Your Follow-ups List: A Clear View of Your Action Items
When you open your Follow-ups page, you'll land on your Follow-ups List. This is your command center for all things task-related, designed to provide a clear and actionable overview of your commitments.
Here's what you'll typically see on your Follow-ups List:
Active Follow-ups List: This is the main section, displaying all your current follow-up tasks. For each task, you'll typically see:
Task Name/Description: A brief summary or title of the task, clearly stating what needs to be done.
Due Date: The date by which the task needs to be completed, helping you prioritize and manage deadlines.
Assignee: The team member who is responsible for completing the task. This ensures accountability and clarifies ownership.
Person: A linked contact
Company: a linked company
Deal: a linked deal
Status: 'unchecked' follow-ups mean 'pending', once the task is done you just check the checkbox
This clear and structured layout makes it easy to quickly scan your dashboard, understand your pending tasks, and prioritize your workflow.
Creating New Follow-ups: Start Tracking Your Tasks
Ready to add a new task to your Follow-up system? You can create follow-ups from several convenient locations within the platform, ensuring you can capture action items whenever and wherever they arise.
Follow-up can be added from the Follow-up list page, Company Profile Page, People profile page, and Deal details page.
Via "+ Add Follow-up" button:
Click on the "+ Add Follow-up" Button: located on the top right of your follow-ups list.
Fill in Task Details: In the form, you'll be prompted to enter the necessary information for your new follow-up task:
Follow-up title: This is what will be shown in your list
Description: Clearly describe the action to be taken.
Due Date: Set the date by which the task needs to be completed, Today is already default
Assignee: Select the team member responsible for the task (default is you).
(Optionally) Connect to Company, Person, or Deal: You can link the follow-up to a specific company, contact, or deal record for better organization and context.
Save New Follow-up: Click "Create Follow-up".
Via adding a new line on the current list
Click on "Click here to add a follow-up" line below your follow-up list.
Description: Clearly describe the action to be taken.
Due Date: Set the date by which the task needs to be completed, Today is already default
Assignee: Select the team member responsible for the task (default is you).
(Optionally) Connect to Company, Person, or Deal: You can link the follow-up to a specific company, contact, or deal record for better organization and context.
Click on "Save" button.
Grouping Your Tasks:
As you start using Follow-ups actively, you might accumulate a list of tasks. To help you stay organized and focused, the Follow-ups can be organized by groups.
Group Options:
You can choose to group by Due Date, Person, Deal, Company.
Once you choose the list will be split in different groups.
You can save this grouping by clicking on the "Save" button.
Working with Follow-ups: Managing Tasks to Completion
Once you have follow-up tasks created, you'll need to manage them through their lifecycle, from pending to completed. The Follow-ups feature provides intuitive ways to interact with your tasks.
Completing Tasks:
Marking a task as complete is as simple as checking the checkbox of that task in the list.
Editing Follow-ups:
Life happens, and task requirements or deadlines might change. Editing follow-ups is straightforward, just click on the item in the list and edit the fields in the open form:
Follow-up title: This is what will be shown in your list
Description: Clearly describe the action to be taken.
Due Date: Set the date by which the task needs to be completed, Today is already default
Assignee: Select the team member responsible for the task (default is you).
(Optionally) Connect to Company, Person, or Deal: You can link the follow-up to a specific company, contact, or deal record for better organization and context.