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Specific date for Keep-In-Touch

Feature RequestWeb Product

There are some people that I want to be able to reach back out to on a specific date, rather than set a frequency. I thought I remember last week being able to select a specific date in the dropdown, but now all I see is the ability to set a candence. This is less than ideal, especially if my KIP date is less than a week out. In company CRMs, this ability to specific specific dates to reach out is standard. Would love to have it here as well.

Posted by Robin Zaragoza ·
Status: Complete3 comments

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Comments3

  • Matthew Silberman changed status to Complete
    •

    Feb 11, 2025

  • Ben Ernst

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    Jul 30, 2024

    I second this. In the menu in Robin's attached image, I keep expecting a "Keep in touch on ____" option where I could select a specific date to follow up with the contact.

    This would be supremely helpful. Here are 2 use cases:

    1. Often a meeting will end with something along the lines of "I'll follow up at the end of the month/quarter/year" and I'll want to set it to a date then. +1 would be make it really easy to remind myself what to say in the followup.

    2. I'll want to send a followup/thank you 1-4 days after a meeting.

    3. With some people, I'm not sure yet whether it's an ongoing relationship vs a one off connection. This allows for that phase.

  • Craig Smith

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    Jun 18, 2024

    I think this is what reminders are for, no?