Using Due Dates on Follow-Up Flags in Action Builder

Follow-up flags help your team track who needs outreach. Adding a due date to a flag makes it easier to prioritize work, meet deadlines, and make sure nothing gets missed.

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How Due Dates Work

When a due date is set on a follow-up flag, it appears next to the flag icon on the Wall Chart and on the entity profile. Your team can see deadlines at a glance without opening each individual record.

If a due date has passed, the flag turns red. This makes overdue follow-ups easy to spot without needing to run a query.

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How to Add a Due Date to a Follow-Up Flag

1. Open the entity profile.
2. Add or edit the follow-up flag.
3. Select a date from the date picker.
4. Save the record.

The due date will appear next to the flag icon on the Wall Chart and on the entity profile.

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How to Filter Follow-Up Flags by Due Date

Use the Query Tool to find flagged entities based on whether a due date has been set.

1. Open the Query Tool on the Wall Chart.
2. Under the Flagged for Follow-Up filter, select one of the following:
   • Has Due Date - Returns all flagged entities that have a due date assigned.
   • No Due Date - Returns all flagged entities that do not have a due date. Use this to identify follow-ups that may still need one.
3. Run the query to see matching results.