Keep track with follow-ups
Remind yourself, or a teammate, to do something about a lead, a guest or a plot.
Every follow-up belongs to something: a plot, a villa, a lead, a contact or a booking.
Go to Follow-ups and press New follow-up, or on a phone press New, then Follow-up. You can also add one from a contact's, lead's or enquiry's page.
Choose what it is for, then write What needs doing. Add a description, a due date and who it is for. It is yours unless you choose someone else.
Press Add follow-up.
Follow-ups lists what is open and assigned to you, grouped into Overdue, Today, Upcoming and No due date. Tap the circle to mark one done.
Only the person who wrote a follow-up, the person it is for, or an admin can change it.