Manage follow-ups

Updated October 31, 2026 · Applies to Rolodex ONE 1.34

A follow-up is something to do next, by a date: call back, send the proposal. It belongs to a contact, a company, a lead or an opportunity, and to you.

Prerequisites

  • Access to the record.

Add a follow-up

  1. Open the record.
  2. Under Follow-ups, enter what to do in Follow up, and choose the Due date.
  3. Select Add follow-up.

Get reminded

On the due date, you get a notification, once per follow-up. It appears in the app; to get it by email too, turn on Email for "A follow-up of yours is due" on Notifications. See Use notifications.

Your open follow-ups are listed at the top of Contacts, under My follow-ups, with the record each one is about. Late ones are marked Overdue.

Mark a follow-up done

  1. Select the tick box next to the follow-up.

To reopen it, clear the tick box.

Next steps