Follow- Ups
Follow-ups refer to scheduled interactions with leads, prospects, or existing customers to maintain engagement, build relationships, and drive conversions. These follow-ups can be done via email, phone calls, text messages, or meetings and are crucial for nurturing potential customers through the sales funnel.
Check existing Follow-ups Steps 1 :- Open Follow-ups
Once click on the Follow-ups the next page is open which will show the all-existing follow- ups like the below screenshot.
Steps 2 :-
Here in this page there are 4 options to check the follow-ups,
- Overdue
Overdue follow-ups occur when a scheduled interaction with a lead or customer is missed or delayed beyond the planned date. - Due today
Follow-ups that are “Due Today” refer to scheduled interactions that need to be completed before the end of the day. - Scheduled
A scheduled follow-up refers to a planned interaction (call, email, meeting, or message) set for a future date to maintain engagement with a lead, prospect, or customer. These follow- ups ensure that no opportunities are missed and relationships are nurtured effectively. - No Follow-up
If a lead, prospect, or customer has no follow-ups scheduled, it means there are no planned interactions for that contact. This can be a missed opportunity, as regular engagement is key to conversions and customer retention.
To check any of those one just click on the checkbox to see the details accordingly.
Features of the Action Center (Right-Side Panel):
✓ Add Follow-Ups – Schedule a follow-up directly for a lead.
✓ Send Emails – Instantly email the lead without switching tabs.
✓ Send SMS – Directly message the lead from the CRM.
✓ Make Voice Calls – Call the lead using integrated VoIP services.
Custom Search ?
✓ Search for leads, contacts, or deals using specific criteria (e.g., name, email, phone, lead status)
✓ Helps quickly locate overdue, scheduled, or completed follow-ups.
✓ Supports advanced filters like industry, location, or deal stage.
Filter by Follow-Up Type
✓ Sort follow-ups based on their status:
- Overdue (missed follow-ups)
- Due Today (urgent follow-ups)
- Scheduled (future follow-ups)
- Completed (past follow-ups for reference)
Export Follow-Up Data ?
✓ Extract follow-up details into CSV, Excel, or other formats for offline tracking.
✓ Useful for reporting, team performance analysis, and customer engagement review.
Custom Export
✓ Select specific fields to export (e.g., Name, Contact Info, Follow-Up Status, Assigned Rep).
✓ Customize reports based on department needs (Sales, Support, Marketing).
✓ Helps in detailed auditing and strategic planning.