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When it is time to follow up, the app reminds you
A service team plans a client follow-up as an activity, assigns the responsible colleague and sets a future start time. The activity keeps its client context, notes and next action together.
A reminder before the scheduled start helps the responsible colleague return to the next step. With the client context and notes close at hand, the team can prepare a useful call and keep the follow-up visible alongside its other work.




