Assign a follow-up to any member
From a member profile, assign a call, text, email, or visit to a colleague with a due date, mark it done with an outcome, and see it in the dashboard follow-up list and the attention bell.
Follow-ups used to exist only for visitors. Every member profile now has an
Assign follow-up button in the header. Say what needs to happen, how
(phone call, text message, email, in person), who owns it, and when it is
due. Leave the owner as “Me” to keep it yourself.
Open follow-ups appear in a new Follow-ups section in the profile sidebar
with an “Open follow-ups” count in the header. Mark done records what
happened; the follow-up then moves into the activity timeline as
“Follow-up completed”.
The dashboard’s “Follow-ups due today” tile and list, and the “overdue
follow-ups” line in the attention bell, now count member follow-ups alongside
visitor follow-ups. A member follow-up in the dashboard list opens the
member’s profile.
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