Navigate to Follow ups located under Appointments in the main menu.
Here you will be displayed a list of all follow ups which you can segment by:
- Due Date
Clicking open will display the lead/contacts page where you can edit information or book another follow up.
Alternatively you can click any record to display the follow up modal within the same page which looks like this:
On this screen you'll be able to update fields, view activity, send emails and even book another follow up.
The pop up has two arrow keys for convenience < FOR BACK and > FOR NEXT.
This will help you work through your follow ups by displaying the next or previous record in the list.