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Notes and follow-ups

Note what you talked about
Tag people
Set a follow-up date
See follow-ups that are due
Write the follow-up email
Mark a follow-up done

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Home/Notes and follow-ups

Notes and follow-ups

Remember what you talked about and follow up on the right day.

6 articlesUpdated Oct 22, 2026

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Note what you talked aboutKeep a few words with each card so you remember the person later.1 min readUpdated Oct 22, 2026
Tag peopleMark people with quick tags such as Hot lead or Send a quote.

1 min readUpdated Oct 22, 2026

Set a follow-up dateChoose the day to get back to someone.1 min readUpdated Oct 22, 2026

See follow-ups that are dueFind everyone you planned to follow up today or earlier.1 min readUpdated Oct 22, 2026

Write the follow-up emailStart a follow-up email that mentions where you met.1 min readUpdated Oct 22, 2026

Mark a follow-up doneTake someone off your follow-up list once you've been in touch.1 min readUpdated Oct 22, 2026

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