From Lists within the desktop app, you can quickly view all of your incomplete or completed Follow-Ups that have been set. For more information see Create Follow-Up Reminders
Follow these instructions for managing your Follow Ups List.
Using Your Follow Ups List
- From your desktop app, click on the Lists icon
- Select Follow-ups
Tip: From here, you can view your upcoming Follow-Up Reminders in the Incomplete tab, and the Follow-Up Reminders that have been marked as complete in your Completed tab.
- Select a Follow-Up Reminder
- Click on the appropriate icon to:
- Take action on the Follow-Up Reminder (Call, Text, or Email)
- Delete the Follow-Up Reminder
- Mark the Follow-Up Reminder as complete
- Edit the Follow-Up Reminder
- Send a payment reminder, add a card on file, or make a payment