Follow-ups

A Follow-up is one or more questions you can send to a Connection during the course of a Review. Use it when information provided is missing, unclear, or doesn’t match. Each Follow-up is a thread. The business can see your question in the context of their Onboarding, reply to your question, and/or update their Onboarding accordingly.

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Create a Follow-up

There are two ways to create a Follow-up, depending on what you’re asking about:

• About a specific piece of information. Click the Follow-up button next to the relevant information, for example inside a Review task. Your question goes to the business together with that information, and their reply comes back attached to it.

• About anything else. In the Follow-ups panel at the bottom of the Review, click Add custom follow-up. Choose a recipient, write a subject and your message.

Any new Follow-up you create starts as a draft.

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Send a Follow-up

When you’ve written everything you want to ask, click Send follow-ups. All drafts go out at once, so the Connection gets a single email containing all your questions. Sending hands the Onboarding back to the business so they can update their information. The Review’s status becomes Awaiting reply until they resubmit.

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Track responses

You can find all Reviews awaiting a response from the Connection and assigned to you in the my follow ups tab. Inside a Review, the Follow-ups panel shows every Follow-up you have created on it, along with its status. When the business replies, you can resolve the Follow-up to close it, or write back to clarify further.