...
You can view a list of your follow-ups in the Follow-Ups list, through the Calendar, or as part of your Lead History, or through the Calendar.
Via the
...
Follow-Ups List
The Follow-Ups List view shows all scheduled events that you have created or others have created on your behalf. It contains the same data as your calendar but displays the events in a list rather than in a calendar format.
...
Icon | Action |
|---|---|
 | Clicking the Calendar icon returns you to the Calendar view |
  | Turning the toggle to ALL results in all of the follow-ups being displayed in the list. Turning the toggle to RECENT results in only the follow-ups from the past seven days being displayed in the list. |
 | The number of follow-ups in the list is displayed. |
 | Clicking the Refresh icon causes the list to be refreshed. |
Via the Lead History
The Lead History window can be filtered down to show only follow-ups.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select View to view the lead information associated with the follow-up in the Record Details Panel.
...
Information Included in a Follow-Up
...
| Info |
|---|
You will receive a popup reminder prior to the designated follow-up time. |
...
Marking Follow-Ups Complete/Incomplete
Follow-ups can be marked complete/incomplete in both the Follow-Ups List and the Calendar.
Via the Follow-Ups List
Place a checkmark in the Complete/Incomplete box to mark a follow-up as Complete. Remove the checkmark to change the follow-up status to Incomplete.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select Completed to mark the follow-up as complete.
...
Follow-ups can be edited in both the Follow-Ups List and the Calendar. Past follow-ups can also be edited.
Via the Follow-Ups List
Click the pencil icon to edit a follow-up. The Schedule Follow-Up popup window will open to allow edits to be made.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select Edit to open the Schedule Follow-Up popup window and modify the follow-up.
...
Deleting Follow-Ups
...
Click the Trash icon to delete a follow-up. A green toaster confirms that the follow-up has been completed.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select Delete to remove the follow-up. A popup window confirming your desire to delete the follow-up opens.
...
Scheduling, Editing, Viewing, and Completing Follow-Ups for Other Users
...