Schedule a Follow-Up

How to create an activity to follow-up with a contact

Updated over a week ago

Scheduling follow-ups is a great way to ensure you keep in touch with your contacts, whether your next interaction is the following day or months down the line.

When you create a follow-up activity:

  • You can assign the follow-up to another Method user.

  • All the comments from the original activity are visible in the follow-up, so the assigned user has context.

  • The assigned user should receive a notification email 15 minutes prior to when the follow-up activity is due (if the activity type is one that causes reminders and the user has notifications turned on).

The following steps will show you how to schedule a follow-up in the Activities App.

Schedule a Follow-Up

  1. From the New/Edit Activity screen, click Create a Follow-up Activity.

  2. A number of fields will pop up, needed to define the follow-up.

    • Follow-up Contact: By default, the follow-up contact is the same as the activity's contact, if one was selected. 

    • Follow-up Assigned To: You can assign a follow-up to a different Method:CRM user than the original activity. If you do, that user will receive a notification email.

    • Fill in the activity for the Follow-up Status, Type, and Start Date & Time. Certain activity types, like a Meeting, will also show a Follow-up End Date & Time.

    • Follow-up Comments: Comments for this follow-up

When you hit Save, two activities will be created! The first activity is the original, and the second activity will be the follow-up.

Furthermore, the follow-up activity will be associated with the original activity, and the comments from the original activity are visible in the follow-up.

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