How do I track calls and promised follow-ups with a customer?

Open the customer. The timeline takes a call, an email, a text, a visit or a note, with an optional follow-up date; follow-ups that are due show on Today until you mark them done. Contacts, tags and how they found you live on the same page, and the customers list has a Leads view and a Follow-ups view.

2 minute read · Updated October 2026

This screenshot is generated from the live interface and updates whenever the screen changes. Links in this article open the product in a new tab.

Step by step

1. 1Open the customer and add what happened to the timeline: a call, an email, a text, a visit or a note.
2. 2Tick Follow up and pick the date if you promised to come back to them.
3. 3Today lists every follow-up that is due; mark it done from the customer's page when it is.

Good to know

• Installers never see prices, costs or invoices, whatever screen they are on.
• Nothing in WrapFlow is permanently deleted on the first click. Deleted things are hidden and can be brought back for 30 days.
• If something here does not match what you see, the screenshot above is from the current version; tell us and we will fix the words.