Sundeo Quick Guide Users & Leads
Lead Guide

Follow-Up

See and work with follow-up items assigned to you.

Your assigned follow-ups

Follow-Up is visible in Sundeo, but the items you can work with depend on assignment. This keeps care responsibilities focused on the people who need to act.

Keep the record current

Update the follow-up as contact is made so the next person viewing the record understands what has already happened and what still needs attention.