Help Center›CRM & Communications
How do I set, move or clear a follow-up?
For office teams · Updated October 26, 2026
Use this to plan your next touch with a contact or to fix dates that no longer fit.
Set it while you log
Every log asks for a next step. Under Follow-up pick 3 days, Next week, 2 weeks or Pick date, add a Reason if it helps, and save. Keep current leaves the existing date alone; None clears it.
Change it on the contact
- Open the contact. The Follow-up card on Overview shows the date.
- Choose Snooze and pick 1 day, 3 days or Next week.
- To remove it, open More actions and choose Clear follow-up.
Work the Follow-ups tab
- Open CRM › Follow-ups. Contacts are grouped into Overdue, Today, This Week and Later.
- Search, or switch between All Follow-ups and My follow-ups.
- On a row, choose Open to see the contact, +1d to push the date one day, or Clear to remove it.
Follow-ups in Today's Plan
Overdue and due-today follow-ups also rank near the top of Today's Plan.
Who can change it
The contact's owner sets their follow-ups. If you log on a contact someone else owns, your follow-up choice is not saved unless you manage the sales team.
On the phone
CRM tab › Follow-ups has Mine and All. +1 day pushes a date, and Mark done opens the Log sheet so you record what happened and set the next step.