Managing follow-ups
Schedule the next action on a lead, get reminded, and see what is due.
On this page
A follow-up is the next thing to do on a lead — a call, a meeting, a demo — with a time attached, so it does not get forgotten.
How to schedule a follow-up
- Open the lead from Sales → Lead.
- In Follow-ups, select Schedule.
- Choose When, describe What for?, and set Remind me.
- Select Schedule to save.
The Follow-ups card on the lead shows how many are due. To change a follow-up, edit it and select Update.
Reminders
When a follow-up is due, AutoMyra sends a reminder email to the person it is for. If they are using AutoMyra at the time, the reminder also pops up in the app straight away.
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