Follow-ups and tasks
Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet.
10 articles
Articles
- How to schedule a follow-up in Leadnote Schedule a follow-up on any lead with a date, time, note, repeat and reminder channel, on the web or in the mobile app, in a few taps. 4 min read
- Follow-up and to-do reminders: when and where they fire See exactly when Leadnote reminds you about a follow-up or a to-do, who gets the alert, what the Remind me via choices do, and where reminders show. 5 min read
- Find overdue and today's follow-ups in Leadnote See which follow-ups are due today, overdue or coming up using the dashboard schedule, lead list filters, the calendar and the mobile Follow-Ups tab. 4 min read
- How to complete or reschedule a follow-up in Leadnote Mark a follow-up as done with an outcome, or push it back by 30 minutes, an hour, a day or a custom time, and see how the history is kept. 4 min read
- How to create a to-do task in Leadnote Create to-dos linked to a lead, assign them to teammates, set due dates, categories and a critical flag, on the web or in the mobile app. 5 min read
- Track, filter and update your to-do list in Leadnote Filter the to-do list, change status, assign in bulk, add notes and files, remind a teammate and export tasks from the Tasks and To-do screen. 5 min read
- Task categories and how to import to-dos from CSV Manage to-do categories and create many to-dos at once by uploading a CSV file, mapping columns and reviewing the result in Leadnote. 5 min read
- How to use the Follow-up Calendar in Leadnote See lead follow-ups, to-dos, quote and invoice dates on one calendar, switch month, week, day and agenda views and add a to-do from any day. 5 min read
- Repeat follow-ups and the Do not follow-up setting Set a follow-up to repeat weekly, monthly, quarterly or yearly, and mark leads as Do not follow-up so they stop appearing in your schedule. 4 min read
- Assign follow-ups and to-dos to your team in Leadnote Learn who owns a follow-up or to-do, how reassigning a lead moves its pending follow-up, and which team members can see and change what. 4 min read
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- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
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