> For the complete documentation index, see [llms.txt](https://docs.rampwin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rampwin.com/follow-ups.md).

# Follow-Ups

Find out more about user's decision for something based on the previous conversation.

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://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2Ft2jre3PwpPK4kqfw3Ia1%2Fscreenshot-nimbusweb.me-2024.05.24-10_28_32%20(17).png?alt=media&amp;token=2faee2b3-b4eb-4b99-adaa-612f68a6e943" alt=""><figcaption></figcaption></figure>

From your Dashboard, go to the left sidebar, and select **Follow-Ups**.

![](https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2Fsoxnbs4dhU0N2Z70OLJO%2Fimage.png?alt=media\&token=f62b8d6c-22f9-460a-a4da-ec370edc51d0)&#x20;

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.

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

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2Fb5dePz2hGNrSX2tnkIHA%2Fscreenshot-nimbusweb.me-2024.05.24-10_28_32%20(18).png?alt=media&amp;token=94762a75-9b6f-42ee-95c2-1c4a88dab22b" 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://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FPBS4mhyZjNwdNXptZmWP%2Fscreenshot-nimbusweb.me-2024.05.24-10_28_32%20(19).png?alt=media&amp;token=02c69215-e778-404b-8489-04f823ef3da4" 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.

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FiUKYBzvYVNPfeki2DDe7%2Fscreenshot-nimbusweb.me-2024.05.24-10_28_32%20(20).png?alt=media&amp;token=51d9e2c4-7964-4ac3-a903-07faa8089328" 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://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2F0tpKJAqm8OJlvcGXBXRm%2Fimage.png?alt=media&amp;token=f0d193fa-8591-4719-ae91-403d41e9631d" alt=""><figcaption></figcaption></figure>

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

### 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://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FFQzjkIk9soFe7bSWHUvY%2Fimage.png?alt=media&amp;token=26e93c1d-f06e-4d14-9803-a7b573d2aecf" 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://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FwWEh3vzQwpsPzbJ3NUHp%2Fimage.png?alt=media&amp;token=dc1d5bc7-4f8e-4c2a-8bd2-e872230d787f" alt=""><figcaption></figcaption></figure>
