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How to Remove a Follow Up Schedule

Remove Follow Up Schedules from single contacts or en masse to delete incomplete events.

Removing a Follow-Up Schedule From Multiple Contacts (Mass Action)

To remove a follow-up schedule from a particular set of contacts, use either the contact list page or advanced search to target the contacts, then use the ‘Change follow-up schedule’ mass action button to select the schedule, check “remove selected schedule,” and click Apply.

 

Removing a Follow-up Schedule From an Individual Contact

To remove a follow-up schedule from an individual contact, navigate to the contact’s profile and select Edit from the micromenu at the top right of the page. Scroll down to the Follow-up Schedule section, click on the dropdown list, and use the delete button on your keyboard to delete the entry. Click Update to save the change.

Note: Removing a follow up schedule from a contact will not remove any completed events that were created as part of a follow up schedule. It will only remove incomplete (overdue and upcoming) events.