Who can use this
- Reps reviewing follow-up opportunities.
- Managers looking at deal follow-up coverage.
Before you start
- Confirm the Follow-ups route or feature flag is enabled for your workspace.
- Connect the deal, email, meeting, and CRM sources needed for follow-up context.
- Decide whether the next step is a draft email, deal review, reminder, or CRM update.
Steps
- Open Follow-ups when it is available in the navigation.
- Review the visible follow-up items or deal follow-up view.
- Open the related deal or draft before sending anything.
- Create, edit, or send follow-up emails from the Drafts workflow when needed.
- Use reminders or dismissals according to your team’s process.
What to expect
- Follow-up visibility can depend on feature flags and workspace configuration.
- Follow-up suggestions depend on recent deal and communication context.
- Follow-ups are not the same as scheduled agent runs.
- A follow-up item should be reviewed before it becomes an outbound email or CRM update.
Common issues
- The Follow-ups nav item is hidden because the feature is not enabled.
- A follow-up item is stale because newer communication has not synced.
- The user expects a scheduled run to create the same item as the Follow-ups panel.
- A draft exists in Drafts but not in the Follow-ups view.