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crm_list_follow_ups
Lists follow-up tasks (yours, the team's or unassigned; open, overdue, done or all), optionally for one record, with summary counts.
- Scope needed
- crm:read
- Changes data
- No, read only
- Held for approval
- No
- Available to
- Every organization
Inputs
| Name | Type | Description |
|---|---|---|
| org_id | string | Organization id from list_orgs. Leave out only when the user belongs to one organization. |
| view | enum: mine | team | unassigned | Whose follow-ups to list. |
| status | enum: open | overdue | done | all | Which follow-ups to list by status. |
| phone | string | Only follow-ups on this record (its E.164 phone number). |