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After a conversation, make the next step
clear:

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what needs to happen, and when.

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We will plan an action in the follow-up
template, record it against a

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contact in My Contacts Cloud, then keep
the result and clear the earlier

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reminder. All data is fictional.

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The app screenshots are in Spanish, with
English explanations.

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Download the English client follow-up CSV
and make a working copy.

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It contains three examples to replace with
your own data.

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Our example uses Ana Núñez, the contact
shown in the app.

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We record the action to send a proposal,
the planned date and Alex as the

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agreed person responsible. Each row
represents one next action.

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The worksheet is separate from the app:

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it does not import actions or synchronise
with the CRM.

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Owner, priority and status help you
organise the worksheet.

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Filling them in does not assign a user or
set a priority for each

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interaction. You then record the action
manually in the contact's history.

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Open Ana's interactions and choose New
interaction.

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Enter the date, time, subject and what you
agreed.

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Here, we record a phone call, identify the
need for a proposal and select

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Interested as the outcome. The description
says Alex will prepare it.

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That records an agreement; it does not
assign the task automatically.

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Under Pending Action, choose Send Proposal
and put the details in the

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description. Set the reminder for the
planned date, then choose a time:

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here, the twenty-ninth of October at
eleven in the morning.

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The worksheet only supplied the date.

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Save and reopen the interaction to check
that both the action and the

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reminder were saved.

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Now open Reminders. The next action
appears with the contact and its

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scheduled date. Review it when you return
to the task, so you have the

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context you need. The list helps you keep
track of pending work;

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a reminder does not carry out the action
for you.

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We will simulate sending the proposal
early, without sending a real message.

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Add another interaction for Ana with that
result.

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Select Proposal Sent and choose Other for
the pending action, with no

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reminder date. This preserves what
happened without overwriting the original

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conversation. The second interaction does
not remove the reminder you saved

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earlier.

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Back in Reminders, the original pending
action is still there.

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Recording a result in another interaction
does not change the earlier

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reminder's date. You need to review it
explicitly so the list reflects the

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work that is still outstanding.

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Go back to the history and edit the first
interaction, the one with the

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pending action. Clear just the Reminder
date, then save.

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Check the list again: that reminder is
gone.

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Now review the history. Both interactions
in our example are still there.

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Clearing the reminder has not deleted
either conversation.

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If you also use the worksheet, update its
status and completion date

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manually. Add a new row for another next
action.

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The template and the app do not update
each other.

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The description links to the English
resource, guide and manual.

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Start with one clear action, and check its
reminder when the work is

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complete.