Set a follow-up reminder for a lead

• 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 is an internal reminder. The family isn't notified. When it comes due, the lead jumps to Action Required and the reminder counts on Follow-Ups in My Day.

Before you start

• Finish Open a lead's details first.

Steps

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

   Screenshot coming soon01 · /crm

   The Follow-up reminder row with Set reminder

3. Tap Follow-up Date & Time and pick when to follow up.
4. Enter Follow-up Notes, for example what to ask the family.
5. Tap Create Follow-up.

   Screenshot coming soon02 · /crm

   The Schedule Follow-up sheet

Tips

• Once a follow-up is set, the row shows its date and a Manage button.
• You can also set a follow-up while you log a contact, after completing a tour, or from a child's Enrollment CRM card with Create Follow-up.
• See Complete or cancel a follow-up when it's time to act.