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Timeline View: Follow-up frequency

JT
Jenny Takahara, June 11, 2021

The follow-up frequency within the Contacts Timeline is a feature to allow you to customize how often you should be reaching out to certain contacts in your Pipedrive account, and visualize if you need to follow up with them.
To enable Follow-up frequency in your Contacts Timeline, click on the pencil icon and toggle the feature on.

Once enabled, use the slider to set how often the contacts displayed in that list should be contacted — from weekly to annually.

When selected, the circular icon will change to display how many contacts require follow-up, based on your chosen parameter. Once you know how many contacts need your attention, you can begin scheduling activities, deals, or notes with those contacts.

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