Summary:
Never miss a follow-up by setting reminders for each lead.
Steps:
1. Open the lead’s record.
2. Click Set Follow-Up.
3. Choose a date, time, and note for the follow-up.
4. Save – you’ll get a notification on the set date.
🔔 Tip: Use notes to record what to discuss during follow-up calls.
Common Questions:
Q: Where can I see all my follow-ups?
A: Go to Leads > Follow-Ups or check your Triply notifications.