Schedule a follow-up

Scheduling follow-ups is a great way to ensure you keep in touch with your contacts, whether your next interaction is the following day or months down the line.

When you create a follow-up activity, all the comments from the original activity are visible on the follow-up. Here's an example of why this is helpful.

  • You conduct a meeting with customer Bob Crenshaw, then log it in Method as an activity.
  • In the Comments you note the meeting was to discuss terms of a sale.
  • You schedule a follow-up phone call a week after the meeting.
  • Once you’ve saved the follow-up, the comments from the meeting can be seen in the follow-up by any assigned user, so whoever talks to Bob has context for their phone conversation.

The following steps will show you how to schedule a follow-up in the Method Activities App.


  1. From the New/Edit Activity screen, click Create a Follow-up Activity and the below section will appear:
  2. Follow-up Contact: By default, the follow-up contact is the same as the activity's contact, if one was selected. 
  3. Follow-up Assigned To: You can assign a follow-up to a different Method user than the original activity. If you do, that user will receive a notification email.
  4. Fill in the activity the Follow-up Status, Type, and Start Date & Time. If the follow-up type is a Meeting, include a End Date & Time.
  5. Follow-up Comments: Comments for this follow-up

The follow-up is now associated with the original activity, and the comments from the original activity are visible in the follow-up.

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