CRM: Follow-ups
Learn how to create, manage, and view follow-ups in Unificus to track meetings and business events.
What is a Follow-up?
A Follow-up (previously known as an Event) serves as a scheduled reminder for your business activities. This feature helps you stay organized by tracking meetings, presentations, and other planned engagements connected to your work.
To assign a sequence of Follow-ups to a Contact, you can create a Follow-up Generator.
CLICK HERE to learn about Follow Up Generators
How do I create a Follow-up?
Go to CRM > Follow-ups and select the +ADD FOLLOW-UP button.
Complete the available fields to set up your Follow-up.
TIP: Keep Follow-up titles brief so they display properly in My Calendar.
Target: Select a CRM Target from the dropdown.
Assignee: Once you’ve chosen a Target, this field becomes active. Pick a Staff Member from the list to own this Follow-up.
Follow-up: Enter a name for the Follow-up. Only Staff Members can see this—CRM Contacts and Companies cannot access it.
Visible: Determine who can view it: Public (all Staff), Private (only you), or Shared With (select specific Staff Members).
Date / Time: Set when the Follow-up occurs. The time reflects the Time Zone of whoever creates it.
Duration: Pick a length in 15-minute increments, up to 12 hours maximum.
Category: Assign a Category to organize your Follow-up.
CLICK HERE to learn about Content Categories
Description: Add details, notes, or Placeholders to display imported data within the Follow-up.
Enable Show this Follow-up on the Target’s Calendar to let the assigned person see it on their calendar when logged in. They’ll receive an email notification about the assignment, which you can customize in Email Templates.
CLICK HERE to learn about Email Templates
Reminders: Set up a Reminder Notification for yourself, specifying the type and timing.
Assign Automations: Click Configure Automations to trigger workflows when the Follow-up is marked Complete.
CLICK HERE to learn about No Code Automations
How do Follow-ups appear in My Calendar?
Visit Calendar > My Calendar to see all your Follow-ups.
Follow-ups display in green. If you assigned a Category, it appears alongside the Follow-up name.
Click any Follow-up to view its details, or select Edit to change information.
How do I manage Reminder Notifications for my Follow-ups?
To adjust Reminder Notifications across your Follow-ups or override individual settings, click the icon on the right side of the Follow-ups view.
Select your preferred Reminder type and how long before the Follow-up you’d like the alert.
Add more notification types by clicking +Add notification.
Click Apply to all future & existing events to replace all your individually-set notification preferences.