# Follow Ups

Using the Follow Ups module, you can remind yourself or one of your teammates about the last conversation you had with the client/customer/user, and based on that, go for a follow-up.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2F5od4FnVysYItKKyLCznF%2FFollow%20Ups%20in%20the%20Sidebar%20RUM%20Work.png?alt=media&#x26;token=d52eca6e-0911-4c05-9b95-308f292dcc84" alt=""><figcaption></figcaption></figure>

From your Dashboard, go to the left sidebar, and select **Follow Ups**.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FPSvRG4zVDWr2CIAenSEE%2FFollow%20Ups%20Calendar%20Window.png?alt=media&#x26;token=b00b2f68-f57e-4d69-8487-5c089ae49799" alt=""><figcaption></figcaption></figure>

As you access the Follow Ups, you'd see a calendar where all the follows will be listed. From the calendar view, you get the option to change months, calendar view; and create a follow up.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2Fig8KacRwuG3nuGJQx84b%2FMonths%20Change%20in%20Follow%20Up.gif?alt=media&#x26;token=d89705d7-e54d-4b03-bfcb-ef1cc22c5ec2" alt=""><figcaption></figcaption></figure>

To change months, click the slider arrows next to the month's name.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2F4GVRPb1wP9kQos0meLUR%2FCalendar%20View%20Options.png?alt=media&#x26;token=f6446f32-5de4-452b-bf52-ccb2d88362d5" alt=""><figcaption></figcaption></figure>

To change the calendar view, use the options in the top right corner.

* <img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2F9VTKNTZlGIT2UCshz6E3%2FBack%20to%20Today.png?alt=media&#x26;token=91f3dfcd-849d-4b90-824d-8a4ba5e2f0a8" alt="" data-size="line"> = Back to the current date.
* <img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FZdZsiAVn81ie6KyhCv37%2FMonth%20View.png?alt=media&#x26;token=88aa32b1-b1bc-47b4-9589-c936fe5d64b8" alt="" data-size="line"> = Month view.
* <img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FlQJiTeQ975QmhV0bwCNz%2FWeeks%20View.png?alt=media&#x26;token=5904c6c2-e9bc-4203-b2ec-487fa3d77f3f" alt="" data-size="line"> = Week view.
* <img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FAq0Rg3ZiXkfU0DzElp03%2FDay%20View.png?alt=media&#x26;token=b2e02dc3-f848-4c3d-9a61-46f3c7a1a2e6" alt="" data-size="line"> = Day view.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2F1H7LZITwMWp64Ut8nhh8%2FFollow%20Up%20Add%20Button.png?alt=media&#x26;token=88251307-c8d8-4860-8510-375abf21666e" alt=""><figcaption></figcaption></figure>

To create a new follow up, click the <img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FHq0Ds9vB0QE3K7dujgfv%2FPlus%20Button%20Icon%20Follow%20Up.png?alt=media&#x26;token=855f3bde-4bf2-49ed-9cc8-59e92f81d53d" alt="" data-size="line"> Plus Icon button.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FtAsymdYTNvsPOfhLo6qI%2FCreating%20a%20Follow%20Up.png?alt=media&#x26;token=32e5abb9-115b-4dc4-ad55-ad2b39671422" alt=""><figcaption></figcaption></figure>

This will open the New Follow Up modal, where add the details as required, and once done, click **Add**.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FjPrjS33XFaKnxMr3zNgt%2FCalendar%20with%20Follow%20Ups.png?alt=media&#x26;token=bc2d30e9-9b2f-41e0-99e6-fc95e61315f3" alt=""><figcaption></figcaption></figure>

You'll find the created follow up in the calendar like the above.&#x20;

{% hint style="info" %}
You can also create a follow up using the [Chat module](broken://pages/Not8dBMgBrtlXHBKv9u9#create-follow-up).&#x20;
{% endhint %}

### Edit or Delete a Follow Up

If you want to make changes to a follow up, simply click it in the calendar, then apply changes and click **Save**.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FOMQ1BoTIIKXRK8Xl9her%2FEdit%20Follow%20Up%20Modal.png?alt=media&#x26;token=5ae79840-3c88-4bc7-8fc6-0eba17b93842" alt=""><figcaption></figcaption></figure>

The delete option is also found next to the Save button. To remove a follow up, tap the Trash Icon button and then **Confirm.**

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FnnXYzDzogcUzBCjxCNaC%2FConfirm%20Follow%20Up%20Delete.png?alt=media&#x26;token=d0d86f2b-0d81-4ff2-829f-bc0ab465af9c" alt=""><figcaption></figcaption></figure>


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