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)
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Delete the Follow-Up Reminder
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Mark the Follow-Up Reminder as complete
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Edit the Follow-Up Reminder
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Send a payment reminder, add a card on file, or make a payment
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