Follow-ups¶
Track and manage follow-up activities across both leads and deals in one place. Follow-ups is its own section under CRM (no longer buried under Leads).
Follow-up list¶
Go to CRM > Follow-ups. The list shows upcoming and overdue follow-ups with:
- Related To — the lead or deal the follow-up belongs to, with a Lead / Deal badge
- Follow-up type (call, email, meeting, office visit, WhatsApp, SMS)
- Title
- Scheduled date and time
- Priority
- Status
- Assigned to
Clicking a row opens the related lead or deal.
Filtering¶
- Leads & Deals — show everything, or narrow to Leads only or Deals only
- Status — Pending, Overdue, Completed, Cancelled
- Type — call, email, meeting, and so on
- Assignee
Calendar view¶
Click Calendar View (or CRM > Follow-ups > Calendar) to see scheduled follow-ups on a month/week/day calendar. Click an event to jump to its lead or deal.
Scheduling a follow-up¶
From a lead or a deal:
- Open the lead (CRM > Leads) or the deal (CRM > Deals)
- Go to the Follow-ups tab and click Schedule Follow-up (or + Add Follow-up)
- Set the type, date/time, priority, and notes
- Click Save
You can also click Schedule Follow-up on the Follow-ups list to add one against a lead.
Completing a follow-up¶
- Open the follow-up's row menu (⋯) and click Mark Complete
- Optionally record outcome notes
- Optionally schedule the next follow-up in the same step
You'll receive a notification when a follow-up is due, and overdue follow-ups are flagged in red.