My Follow-Ups lists every follow-up assigned to you, grouped by when it is due. Overdue items sit at the top.
How the list is grouped
Tap the Overdue or Today count at the top to show just those. Switch to Completed to see what you have finished.
- Overdue
- Today
- This Week
- Later
Work a follow-up
- Complete — add a note about what happened.
- Snooze — push it back an hour, a day or a week.
- Reopen — bring a completed one back.
Add a follow-up
Tap New to schedule one. Each follow-up has a type, a priority, a due date and an optional reminder.
You can also schedule one from a quote's Sales tab, or from the "Lead saved" message right after you capture a lead.
Use the filter icon to narrow the list by type or priority.
Where else follow-ups show up
- On the quote's Sales tab.
- On the pipeline card — the icon turns red when overdue.
- In the calendar, under the Follow-ups filter.
- In your notifications when a reminder is due.