Followups

This screen displays all of the Followups you currently have scheduled.

Quick Filters

Quick Filters allow you to filter your followups based on frequently used criteria, such as whether a followup is past due, a contact is starred, etc. You may filter contacts by tapping/clicking one or more of the Quick Filter buttons at the top of the screen. Tap/click a button once to turn a filter on and once again to turn it off.

Some Quick Filters may be used with others in combination. For example, you may wish to see all of your Team Members with followups scheduled for today:

To do this, tap/click Today and Team Member

To clear all Quick Filters tap/click All Followups

Custom Filters

You may filter for records that are assigned to a specific Contact Type and/or checked as Archived. To do so:

1. Tap/click Filter or Filter via

2. Select your filter criteria.

3. Tap/click to apply your filter.

Custom Filters and Quick Filters may also be used together.

To undo all filters tap/click

If no records match your filter criteria then no records will appear in your list. If this happens, undo any filters you applied to restore your list.

The Followup List

Here is a sample of a Followups listing:

1
George Bluth
7:00 AM: Conference call?
Business
3
Gene Parmisan
afternoon: Wants more info.
Prospect
10
Ann Veal
9:00 PM: Gets back in town today.
Prospect

Followup appointments are grouped by date. From left to right, here is a description of the elements contained in the list:

To access additional information on a contact, tap/click the name of the contact, and their contact profile will appear.

For more information on this and related topics please see the following in the Help section:

Meet FollowFox.
Welcome To A Better Way To Follow Up.

FollowFox is powerful, easy to use software that works the way you do. Organize and manage your prospects, business partners, customers, and clients with just the click of a mouse or a tap on a screen. FollowFox is blazingly fast, too — optimized in every way to make your life easier.

Instant followup list, reports, and more

FollowFox Was Made Just For You.

FollowFox was designed by industry professionals, just like you. Whether you’re in direct sales or multi-level marketing, we understand the challenges you face, so we created the perfect tool to get the job done. FollowFox is not some one-size-fits-all CRM, but a thoughtfully designed solution created just for you.

FollowFox Goes Anywhere You Do.

FollowFox is cloud-based software that gives you access to all of your data in the palm of your hand. No matter your device – PC, Mac, tablet or smartphone — FollowFox is there with you. The fortune is in the followup, but only if you follow up. With FollowFox, now you can. Anywhere. Anytime. Your way.

FollowFox Simplifies Your Business. And Your Life.

Never rely on your memory again. FollowFox remembers every appointment you schedule, every contact you meet, every conversation you have. Sort and filter hundreds (or thousands) of followups and contacts in the blink of an eye. Identify your hot prospects with a single click.

FollowFox Is Safe And Secure.

With data breaches happening all around us, it’s important to know that FollowFox uses industry standard, state-of-the-art programming practices and encryption. Your information is safe, secure, and only you own it. You can relax. FollowFox is on guard.

FollowFox. No Limits. No Restrictions.

You have unlimited opportunity and potential. Why should your follow up program be any different? FollowFox stores all of your contacts, followups and history. Link to web-based documents, photos and other resources. No arbitrary limits to justify charging you more. We treat you like we would want to be treated.

A responsive cloud-based followup program for today's entrepreneur.

Works the same way on any device, with all the features