Follow-up tasks
Calls, meetings, emails and to-dos in one list.
Tasks make sure no lead goes quiet.
Steps
- Open Follow-ups in the dashboard.
- Select New task and choose a type: call, meeting, email or to-do.
- Link it to a contact, company or deal and set a due date.
- Tick the task when it is done.
Updated October 19, 2026
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