Follow-Ups
Stay on top of every follow-up
Independent users can use customer names. Managed teams use deal references unless their manager or company admin allows names.
Due and completed
Turn work details into a follow-up
Describe the customer concern and next step using the deal reference. Leave out contact details and private company information. Nothing here is saved or emailed automatically.
Filtering can miss details. Remove anything else private, then confirm your review. If you edit this text, filter it again.
Review your draft
Review your edits before sharing. Copying a draft does not send an email or complete a follow-up.
CUSTOMER NAMESNames and deal referencesTap to view
Checking your account rules…
This allows names inside the team's Follow-ups tab. AI follow-up drafts and email reports still use filtered work details and deal references.
SETTINGSFollow-up rulesTap to edit
Settings inherit from the company and can be customized for your role.
COMPLIANCECompliance settingsTap to edit
Company defaults flow down to managers and reps. Your saved settings apply at your level.