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Snoozing Contacts on the Follow-Up Board

Written by Semira K

Snoozing lets you temporarily pause follow-up reminders for a contact. It's useful when you know you don't need to follow up right now, but you will need to later and you don't want the contact cluttering your active follow-up board in the meantime.

What Snoozing Does

When you snooze a contact:

  • Follow-up reminders for that contact are paused for the duration you set

  • The contact displays a "Snoozed" badge so you can see their status at a glance

  • When the snooze period expires, the contact automatically returns to the follow-up board as if the snooze never happened

Snoozing doesn't change the contact's pipeline stage, notes, tags, or any other data. It only affects follow-up timing.

How to Snooze a Contact

  1. Find the contact on the follow-up board

  2. Click the snooze action (clock icon)

  3. Select the snooze duration β€” how long you want to pause reminders

  4. Confirm the snooze

The contact will immediately show the "Snoozed" badge and be deprioritized on the follow-up board.

When the Snooze Expires

Once the snooze duration is up:

  • The contact reappears on the follow-up board in its normal position

  • The "Snoozed" badge is removed

  • Follow-up timing resumes as normal

  • No notification is sent, the contact simply becomes active again

Check your follow-up board regularly to catch contacts returning from snooze.

When to Use Snooze

Good use cases:
- A contact said "message me next week" β€” snooze for 7 days
- You've followed up and want to give them a few days before the next touchpoint
- The contact is on vacation or unavailable for a known period
- You're prioritizing other contacts today and will get to this one later

Not ideal for:
- Contacts you'll never follow up with, use mark as "no follow-up needed"
- Contacts you want to permanently remove, use delete.

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