📅 Follow-Ups & Overdue Tracker
Navigation: Header → Follow Up
Follow-ups are scheduled reminders to take action on a lead or deal. The Follow-Up Hub keeps every commitment tracked so no opportunity is forgotten.
Lead Follow-Ups vs. Deal Follow-Ups
Use the Lead / Deal Toggle to switch between two distinct stages of the customer journey.
Lead Follow-Ups
Deal Follow-Ups
Stage
Top of funnel — early-stage prospecting
Middle & bottom of funnel — active pipeline
Goal
Discovery & Qualification
Closing & Contract Negotiation
Typical Actions
Intro calls, discovery questionnaires, company decks
Proposal reviews, technical demos, pricing negotiations, legal check-ins
Conversion Milestone
→ Convert to Deal
→ Closed Won
Time-Based Filter Tabs
- Today’s Follow-ups — current day’s commitments; who to call right now.
- Overdue Follow-ups (shown in red) — missed deadlines requiring urgent attention.
- Upcoming Follow-ups — planned touchpoints for the rest of the week and month.
- Completed Follow-ups — historical log of all successfully concluded follow-up tasks.
Create a Follow-up
- Open a Lead or Deal detail page.
- Click Add Follow-up.
- Select the follow-up type (Call, Email, Meeting, etc.).
- Enter date, time, and discussion notes.
- Click Save. A reminder is created for you or your team.
Log a Follow-up Outcome
After every touchpoint, select an outcome and the system automatically books the next follow-up — creating an unbreakable chain of customer communication.
Available outcomes: Interested · Rescheduled · Not Reachable · Meeting Done · Convert to Deal · Not Interested
- Open the lead or deal → click the follow-up.
- Select an outcome.
- Add notes about the interaction.
- Click Save. The next follow-up date is booked automatically.
