Complete or cancel a follow-up

• Director
• Admin
• Needs: CRM
• Desktop
• Phone
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

A follow-up closes when you log the contact you made. You can do that from My Day or from the lead.

Before you start

• Finish Set a follow-up reminder for a lead first.

Steps

From My Day

1. On My Day, tap Follow-Ups. The red badge shows how many are waiting.

   Screenshot coming soon01 · /home

   Follow-Ups on My Day with a due count

2. Under Incomplete, tap the family. Overdue ones show (Overdue) in red.
3. Tap Complete Follow-up, fill in the contact you made, and tap Next.
4. Choose what happens next, or No Follow-up.

From the lead

1. Open the lead's Lead Information sheet. On the Follow-up reminder row, tap Manage.

   Screenshot coming soon02 · /crm

   The follow-up Manage menu on Lead Information

2. Choose how you're following up:
   • Open CRM Chat to text the family.
   • Send Schoolbox message. The follow-up completes when the message sends.
   • Log other communication to record a call, visit or other contact.
3. To drop the reminder without logging anything, choose Cancel follow-up, then Cancel follow-up again to confirm.

Tips

• Switch to Completed on the Follow-Ups list to see past follow-ups.
• In the Communication Log, tap a pending Followup entry to complete it.
• If the reminder is still open after you text the family, record the text with Log other communication.