Member followup

Schedule followup with members with follow-up date and time for renewals, check-ins, or sales callbacks.

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Set a follow-up

  1. Open the member profile

  2. In the Member Info panel, click Schedule follow-up

  3. Add notes and select the followup date and time

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See follow-ups

  1. Go to Members → Member Followups or Dashboard → Quick Actions

  2. Call or message the member

  3. Update the note and set the next date, or clear when done

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From report tables

Edit followup option is available inside Upcoming Renewals, Members Lost and Members At-Risk

 

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How to use the member profile

How to use Enquiry Followups

 

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