Track Follow-ups

The Follow-ups page lists your team's scheduled follow-ups in one place, across all contacts.

Last updated September 11, 2026

Overview

Follow-ups (scheduled either automatically via Auto Follow-ups settings or manually per contact) all appear together on this page, so you can see what's coming up across your whole team rather than checking each contact individually.

View follow-ups

Open Follow-ups

From the left navigation, click Follow-ups. Use the search box to find a follow-up by contact name, phone, or note. Filter by date, by status (Pending and others), or by team member using the dropdowns along the top.

Each row shows the Contact, Follow-up Time, Status, Last Note, State, Message, and available Actions.

Field reference

Control	What it does
Search	Find a follow-up by contact name, phone number, or note.
Date	Show follow-ups scheduled for a specific date.
Status	Filter by status, for example Pending.
All Members	Filter to follow-ups belonging to a specific team member.

Table columns

Column	Description
Contact	Who the follow-up is for.
Follow-up Time	When the follow-up is scheduled to happen.
Status	The follow-up's current status.
Last Note	The most recent note left on this follow-up, if any.
State	Where this follow-up stands in its sequence.
Message	The message that will be sent.
Actions	Actions available for this follow-up row.

Expected result

A follow-up scheduled for a contact — whether created automatically by Auto Follow-ups or manually — shows up here, so your team can see everything coming up in one place instead of checking each contact individually.