Follow-ups: never forget to call back

1 The CRM overview

1. Open CRM. My follow-ups shows what's due: overdue, today and the next 7 days.
2. It also lists Estimates waiting, Overdue invoices and Clients gone quiet.

2 Add a follow-up

1. Open a client and click Add a follow-up: what to do and when.
2. Use Log a contact to note a call or a visit in the client's timeline.

3 Automatic check-in

1. In CRM, turn on Create a check-in follow-up and choose the days after the job.
2. A follow-up is created to talk to the client after each completed job.

Only jobs completed after you turn it on.