Help / Leads and CRM
Follow-ups and the morning email
Set a follow-up date on any lead and get one email on mornings when something is due.
Due follow-ups show in Today. The morning email only goes out when something is due.
Set it up
- Set a follow-up date on a lead.
- Turn the morning email on or off in CRM.
Use it
- Use the one-click link in the email to turn it off.
Plan
Follow-up dates on every plan (10 leads on Free). Morning email is Pro.
Ask your AI
With your AI connected (Settings > AI Agent), try:
- "Remind me to follow up with Sarah next Tuesday."
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