How to edit a followup

Elizabeth Smith Updated by Elizabeth Smith

To edit an existing followup you can click the ellipsis next to the followup you'd like to edit. From there you can either view, edit, copy or delete the existing followup. Here's a quick video showing you how you can edit your followup.

  • To edit the order of steps use the arrow button to move it up or down.
  • To edit the type of step, who the step is assigned to and how long to wait until the step is triggered, click the square with a pencil.
  • To delete a step, click the trash can.
  • To duplicate a step, click the two rectangles.
The duplicate step will automatically be added as the last step. Use the arrows to move it as needed.

Did you find this helpful?

How to create a followup

How to get receipts of past payments

Get in touch