Contacts 2 min read Updated August 13, 2026

Setting Up Follow-Up Reminders in Contacts

Never forget a lead or meeting connection by tagging contacts and configuring follow-up alerts.


### Contact Relationship Management

NetSynq keeps track of where you met contacts, what you discussed, and when to reach out again.

#### Managing Follow-Ups

1. Open any contact in **Dashboard -> Contacts**.
2. Set a **Follow-Up Date** using quick buttons (*Tomorrow*, *3 days*, *1 week*, *2 weeks*).
3. Add interaction notes (e.g., *"Met at TiE conference. Interested in project demo"*).
4. **Follow-Up Dashboard View:** Open **Dashboard -> Follow-ups** to view 3 organized groups:
* **Overdue** (highlighted in red)
* **Today**
* **Coming Up**
5. Receive reminder notifications at 9am on scheduled dates.

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