Follow-up Automation

Automate follow-up reminders and email triggers based on progression stages.

Understanding Follow-up Rules

Follow-up rules automatically create reminders when contacts reach certain stages:

• Trigger Stage - Stage that triggers the follow-up
• Days After - Number of days after reaching the stage
• Catchup Type - Type of follow-up interaction
• Email Template - Email template to send (optional)

Creating Follow-up Rules

1. Navigate to People & CRM > Follow-up Rules
2. Click Create Rule
3. Enter rule name
4. Select trigger stage
5. Set days after (e.g., 7 days)
6. Select catchup type (optional)
7. Select email template (optional)
8. Set active status
9. Click Save

Follow-up Dashboard

The Follow-up Dashboard shows:

• Pending Follow-ups - Upcoming follow-ups
• Overdue Follow-ups - Past due follow-ups
• Completed Follow-ups - Recently completed

Access via People & CRM > Follow-up Dashboard.

Managing Follow-ups

1. View pending follow-ups in dashboard
2. Click on a follow-up to see details
3. Mark as completed when done
4. Add notes about the follow-up

Catchup Type Mappings

Catchup types define the type of interaction:

• Email - Email follow-up
• Call - Phone call follow-up
• Meeting - In-person meeting
• Event Invitation - Invite to event

Manage catchup types via People & CRM > Catchup Type Mappings.

Related Guides

• Managing Contacts
• Progression Stages
• Interaction Timeline