Follow-ups and reminders

A follow-up is the next step for a lead, what kind of step it is, and when to do it, such as “Visit · Measure the kitchen · tomorrow 11:00”. It puts the lead on your Today list at the right time, so nobody is forgotten.

Each lead has one follow-up at a time. Setting a new one replaces the old one. Several follow-ups on one lead are not available yet.

Follow-up types

Every follow-up is one of four kinds, picked with the Call · Visit · Message · Other switch when you set it:

• Call: ring the customer. The usual kind, and the one LeadCRM picks unless you change it. On Today the card shows Call.
• Visit: a site visit or a meeting at the customer's place. On Today the card shows Open in Maps (using their address or city) and Call.
• Message: send something on WhatsApp, such as a quote, brochure or photos. On Today the card shows WhatsApp.
• Other: anything else, such as preparing a drawing or checking stock.

Today groups tasks by kind (Calls, Site visits, Messages, Other) and counts them in the summary card. See Using Today.

Set or change a follow-up

• After a call, choose the Next follow-up in the How did it go? box: the kind, then the time.
• On the lead page, the Next follow-up bar sits under the name. Tap Set follow-up when there is none, or Reschedule to move it.
• Write What is the next step?, pick Call, Visit, Message or Other, then pick This evening, Tomorrow, +3 days, Next week or Pick a time.
• On the Leads list, tick several leads and choose Set follow-up in the bar above the table to give them all the same next step.

New leads get a First call follow-up due straight away, so they appear on Today at once.

Snooze, done or clear

• Snooze: on Today, tap ⋯ then Snooze, and pick a new time. On the lead page, tap Snooze in the Next follow-up bar. The next step and its kind stay the same.
• Done: on Today, tap the round tick on the card. On the lead page, tap Done in the Next follow-up bar. Choose when the next one is, or Nothing for now.
• Clear: on the lead page, tap ⋯ in the Next follow-up bar, then Clear the follow-up.

Each of these shows an Undo button for 10 seconds. Marking a lead Won or Lost clears its follow-up, as it needs no more; tapping Undo puts the follow-up back. If you reopen a won or lost lead, it gets a Follow up due now, so it shows on Today.

Late follow-ups

A follow-up is late as soon as its time passes. It shows in red on Today, such as “3h late” or “2d late”, at the top of its group and under Late. Do it and tick it off, or snooze it to a time that suits the customer.

Reminders

If you have turned on alerts, the lead's owner gets an alert about 15 minutes before each follow-up, and a morning alert with how many are late and due today. You can also get a daily email. Leads with no owner get no reminders.