Setting follow-ups and acting on them is arguably the single most important activity you should do regularly in your CRM. That's why you utilize a CRM: to quickly set follow-ups and ensure you make contact when reminded.
Get in touch with a contact (Phone, Text, In-person meeting).
Log it in your CRM.
Set a follow up reminder in your calendar.
If you manage to do these three steps religiously, then before you know it your CRM engine starts running and you are on auto-pilot, growing your business!
Three Ways to Set a Follow Up
Set a follow-up with creating a calendar reminder. Select Create on the side navigation bar, and then select Event.
You can also add an event from a contact profile.
If you send an email, Rechat will then ask if you wanted to be reminded for a follow-up, with some simple suggestions which will make a calendar event for you and put it in your calendar.
In all above cases you will have a calendar event created for you which will notify you for that event, and then you need to make sure you make that contact and don't skip the activity.