Help Center· 1 min read

Follow-ups and tasks

Add a follow-up from any conversation and get reminded when it is due.

Skyfalke Connect Team·
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In a conversation, the contact panel has a Follow-ups section. Choose Add follow-up, pick Call, Email or To-do and when (tomorrow, in 3 days, next week, or a date), and you'll be reminded when it's due.

All tasks, including callback tasks from call outcomes, are listed under CRM → Tasks. With HubSpot connected, tasks also appear in the owner's HubSpot task queue.

#tasks#follow up#reminders
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Follow-ups and tasks | Skyfalke Connect