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Follow-ups

Follow-ups are checklist actions your team completes for each person — call, visit, invite, pray, and so on.

Manage follow-up actions​

  1. Go to Admin → Follow-ups.
  2. Create an action with a clear label.
  3. Assign a category if you group related steps.
  4. Require a note when documentation matters.
  5. Reorder or archive actions over time.

Staff complete these checkboxes on a person’s Profile tab.