Follow-ups

Schedule calls, WhatsApps, emails and meetings, and mark them done.

1. 1See what's due

   Open Pending from the home screen. The summary 1 counts pending, overdue, today and done.

   Switch between Today, Overdue, Upcoming and All 2. Tap a follow-up 3 to see it.

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2. 2Complete or change a follow-up

   Tap Complete 1 once you have spoken to the lead - you can record the outcome, and a good outcome moves the lead forward in the pipeline.

   Tap Edit 2 to change the date, time or notes.

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3. 3Schedule a new follow-up

   Tap +, search for the lead 1, pick the type 2 (Call, WhatsApp, Email, Meeting), set the date and time 3, then Schedule Follow-up 4.

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