Follow-Ups
The active follow-up closes and the treatment leaves the ordinary Follow-Ups queue.
You’ll find the treatment in Long-Term Hold, where it can be reviewed later.
Long-Term Hold is for treatment that has been deliberately paused — not actively pursued, but not closed.
A treatment usually leaves Follow-Ups because its follow-up was closed or moved, or the treatment reached an outcome that ends ordinary follow-up.
No Follow-Up records the action without scheduling another follow-up. If the treatment already had an active follow-up, saving the action closes that follow-up and does not replace it.
Follow-Ups is your team’s daily contact workspace. It shows what’s overdue and what’s due today, across all your reports.
Tell us what you were trying to do, and where it went wrong.
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