Follow-up Tracking

Create and schedule follow-ups easily:

• •Quick Schedule — Set follow-ups directly from lead or client profiles
• •Calendar View — Visual calendar showing all upcoming follow-ups
• •Recurring Follow-ups — Set up periodic check-ins automatically
• •Priority Marking — Flag urgent follow-ups for immediate attention

Never miss a follow-up with smart reminders:

• •Email Reminders — Receive reminders before scheduled follow-ups
• •In-App Alerts — Dashboard notifications for upcoming tasks
• •Overdue Alerts — Automatic escalation for missed follow-ups
• •Team Notifications — Managers get alerts for team overdue items

Record outcomes for every follow-up:

• •Outcome Types — Connected, No Answer, Voicemail, Email Sent, Meeting Scheduled
• •Notes — Add detailed notes about the conversation
• •Next Steps — Automatically create the next follow-up based on the outcome
• •Analytics — Track follow-up completion rates and conversion metrics