Follow-ups

1. Open Customers, then open the customer.
2. Under Follow-up, pick a date.
3. Press Save.
4. When you've spoken to them, add a note under Activity.
5. Set a new date, or press Clear.

Who is due

On the date, the follow-up turns red and says Due. The Customers list puts due customers first.

Overview

Overview shows how many customers there are to chase today.

Tip The red number beside Customers in the menu is the follow-ups due.