Leads & Contacts
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How to set a next follow-up date
Use next follow-up dates to keep relationship-based work from slipping.
Quick answer
Set a next follow-up date on the lead or contact when you know when the relationship should be reviewed again.
A next follow-up date is a simple way to keep a lead, contact, or client from disappearing into memory.
Use the next meaningful review point
If a buyer says to check in after a lender call, set that date. If a seller wants a market update next month, set that date.
Review and adjust
When new activity happens, update the follow-up date so Today's Actions stays useful.
Steps / Key takeaways
- Choose the next real review date.
- Use dates to drive daily attention.
- Update the date after meaningful activity.
Frequently asked questions
What if I do not know the exact date?
Choose the best review date you have. You can update it later as the relationship becomes clearer.
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