Creating & Editing Follow-ups

Creating a New Follow-up

There are several ways to create a follow-up:

1. From the Follow-ups page — click the Add Follow-up button in the header
2. From the Leads page — click the Follow Up action on any active lead
3. From Chat — use the follow-up shortcut in the chat interface

All methods open the same follow-up dialog.

The Follow-up Dialog

The dialog has a split layout:

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Screenshot: Create Follow-up dialog with history on the left and form on the right

create-follow-up-modal.png

1. Navigate to Follow-ups and click "Add Follow-up"
2. Capture the dialog showing the split layout — history panel on the left and form fields on the right
Save to: static/img/screenshots/follow-ups/creating-and-editing/create-follow-up-modal.png

Panel	Description
Left panel	Follow-up history for the selected contact — shows previous follow-ups with the most recent one marked
Right panel	The form to create the new follow-up

Form Fields

Field	Required	Description
Contact	Yes	Searchable dropdown to select a contact. Type to search — the list loads more contacts as you scroll
Follow-up Type	Yes	Choose one: WhatsApp, Email, or Phone Call
Status	Yes	Choose one: Open, Closed, or Delayed
Next Follow-up Date	No	Pick the date for the next follow-up using the date picker
Comments	No	Free-text area for notes about this follow-up

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Screenshot: Follow-up form fields — contact, type, status, date, and comments

form-fields.png

1. In the follow-up dialog, fill in some sample data
2. Capture the right panel showing all form fields filled in
Save to: static/img/screenshots/follow-ups/creating-and-editing/form-fields.png

Contact search

The contact dropdown supports search — start typing a name to find the contact quickly. The list loads in pages (50 at a time), so you can scroll down to load more contacts.

Auto-Close Behavior

When you create a new follow-up with the status set to Open, the system automatically closes any previous open follow-ups for the same contact. This ensures there's only one active follow-up per contact at a time.

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This auto-close happens automatically — you don't need to manually close previous follow-ups before creating a new one.

From Leads or Chat

When you create a follow-up from the Leads page or from Chat, the contact is pre-selected and cannot be changed. This makes it quick to create a follow-up for the contact you're already working with.

Click Save to create the follow-up, or Cancel to discard.

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Editing a Follow-up

To edit an existing follow-up:

1. Click the Edit action on the follow-up row in the table
2. The same dialog opens with the form pre-filled

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Screenshot: Edit Follow-up dialog with pre-filled form

edit-follow-up.png

1. Click the Edit action on any open or delayed follow-up
2. Capture the dialog showing the pre-filled form with the contact field disabled
Save to: static/img/screenshots/follow-ups/creating-and-editing/edit-follow-up.png

When editing:

• The Contact field is disabled — you cannot change which contact the follow-up is for
• You can update the Type, Status, Next Follow-up Date, and Comments
• The left panel shows the full follow-up history for this contact

Closed follow-ups cannot be edited

If a follow-up has been closed, you cannot edit it. If you need to follow up again with the same contact, create a new follow-up instead.