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Track and follow-up as a team
Track and follow-up as a team

Setup reminders, followup, and pipelines

Julie Abecassis avatarSimo Lemhandez avatarTeresa Lee avatar
By Julie and 2 others3 authors9 articles

Notes


Adding notesAdd notes after your meetings, calls and for follow-ups; tag and reply to your teammates, and much more.

Reminders


Set reminders on your contactsActivation and followup
Frequent reminders & best practicesHow to create personal or collaborative reminders on your folk.
Notifications CenterA central hub for all of your reminders, tasks, and notifications in folk, to help you get to "Inbox Zero"

Interactions


Track interactions (emails & calendar events)Always stay in context by tracking emails and calendar events on folk
Track LinkedIn interactionsSync messages from LinkedIn with folkX extension
Log a new interactionAdd an interaction manually
Share interactions with your teamHow to share emails and calendar events directly with your team

Pipelines


Create custom pipeline viewsKanban view
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