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Frequently Asked Questions

What follow-up types are available?​

There are three types:

  • WhatsApp — follow up via WhatsApp message
  • Email — follow up via email
  • Phone Call — follow up with a phone call

The type is for your reference to track how you plan to reach out. It doesn't automatically send a message.

What do the follow-up statuses mean?​

StatusMeaning
OpenActive follow-up that needs attention
ClosedCompleted — no further action needed
DelayedPostponed to a later date

What happens to overdue follow-ups?​

The system automatically checks for overdue follow-ups. If a follow-up's scheduled date has passed and it's still open, it may be flagged for your attention.

Can I edit a closed follow-up?​

No. Once a follow-up is closed, it cannot be edited. If you need to follow up again with the same contact, create a new follow-up.

What happens when I create a new open follow-up for a contact?​

The system automatically closes any previous open follow-ups for the same contact. This ensures there's only one active (open) follow-up per contact at a time.

Can I create a follow-up from the Chat or Leads page?​

Yes! You can create follow-ups from:

  • The Follow-ups page — click "Add Follow-up"
  • The Leads page — click the "Follow Up" action on any active lead
  • The Chat page — use the follow-up shortcut

When creating from Leads or Chat, the contact is automatically pre-selected.

How do I see a contact's follow-up history?​

When you create or edit a follow-up, the left panel of the dialog shows the full follow-up history for the selected contact, with the most recent follow-up marked.

Can I filter follow-ups by date range?​

Yes. Use the Follow-up Date and Next Follow-up Date filters to narrow down your list by date ranges.

What's the difference between "Follow-up Date" and "Next Follow-up"?​

  • Follow-up Date is when the follow-up was created or last actioned
  • Next Follow-up is the scheduled date for the next interaction with the contact