From your Lists 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