Go to folk
All Collections
Track and follow-up as a team

Track and follow-up as a team

Setup reminders, followup, and send messages

Simo Lemhandez avatar Julie Abecassis avatar
6 articles in this collection
Written by Simo Lemhandez and Julie Abecassis
Reminders

Set reminders on your contacts

Activation and followup
Simo Lemhandez avatar
Written by Simo Lemhandez
Updated over a week ago

Frequent reminders & best practices

How to create personal or collaborative reminders on your folk.
Simo Lemhandez avatar
Written by Simo Lemhandez
Updated over a week ago
Interactions

Track interactions (emails & calendar events)

Always stay in context
Julie Abecassis avatar
Written by Julie Abecassis
Updated over a week ago

Share interactions with your team

Simo Lemhandez avatar
Written by Simo Lemhandez
Updated over a week ago
Pipelines

Create custom pipeline views

Kanban view
Julie Abecassis avatar
Written by Julie Abecassis
Updated over a week ago
Comments

Adding comments

Add notes after your meetings, calls and for follow-ups; tag and reply to your teammates, and much more.
Julie Abecassis avatar
Written by Julie Abecassis
Updated over a week ago