Actions & follow-ups

An action is a to-do for what to do next with a contact. It makes sure the follow-ups you most often miss never slip.

The Actions screen gathers today's work in one place: quick send (find contact, card/import, booking link, send guidance) at the top, then before the meeting (when you have a booking today), overdue follow-ups, and to do today.

Create an action

You can create an action in several ways. The most basic is to schedule it directly from a contact card.

1. Directly on a contact card — contact cardadd a task under ‘Next action.’ Enter a title, a type, and an optional due date.
2. From a suggestion — a contact card with no tasks shows one recommendation based on the contact's status, which you can add as an action in one tap.
3. From a campaign follow-up — campaign on a campaign's detail, tap ‘Create follow-ups’ to bulk-create follow-up tasks for contacts who were messaged but haven't responded.
4. From an automation rule — automation set a rule to auto-create a task when a form is submitted, a status changes, or a contact is created.

Pick a task type from call, message, quote, prepare material, rebook, review, contract, or recontact. Choosing a type keeps it organized in the flow.

Work them on Today

Run these directly from each action card.

• Call · Text — when the contact has a phone number, the card opens your phone or messaging app directly.
• Done — mark a handled action as done so it leaves the list.
• Tomorrow — snooze an action you couldn't get to until 9 AM the next day.

The same actions also appear on Today, so they're the first thing you see when you start your day.

Catching overdue follow-ups

Actions past their due date group at the top with an Overdue badge and a reason to act now (e.g. it's overdue). Due dates are stored to end-of-day (23:59), so they don't flip to overdue on the same day.

Action vs note vs sequence

These three play different roles. Use them together as needed.

• Action — a single to-do that schedules ‘what to do next.’
• Notes — records ‘what happened.’ Leave one alongside an action right after a call.
• Sequences — an automatic follow-up flow on a set cadence. Each step due creates an action.

Related

Notes · Sequences · Templates · Today · Campaigns · Automation · Contact cards