Remind via phone

You have followed the steps from the article Follow up with a specific client. You are on the client’s page, you have selected the outstanding entries to follow up on, and you have chosen "Phone" as the communication method.

Fill in the details about your phone call and decide whether this action should be included in your follow-up scenarios.

Enter the date of the call and your notes.

If the client promises to make a payment starting from a specific date, you can record that promise.