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Tasks, Notes & Follow-Up

Create tasks, record notes, and keep relationship next steps visible.

5 articles

Follow-through tools

How do I create a task for a contact?Create contact-specific tasks so follow-ups, check-ins, and next steps stay visible.How do I add notes to a contact?Save meeting context, relationship history, and important reminders on a Genify contact.How do I use voice notes in Genify?Record quick context after a meeting so important relationship details do not disappear.

Relationship state

How do I use contact status and pipeline fields?Track relationship stage, action required status, and sales pipeline context in Genify.How do I draft a follow-up with Lily?Create a personalized follow-up message using Genify's AI assistant.

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