Sales
Follow-up Center
One worklist, ordered by urgency. Every action is logged against the lead.
Never contacted
0
Overdue
0
Due today
0
No follow-up set
0
Never contacted
All clear
Nothing sits in this bucket right now.
Overdue follow-ups
All clear
Nothing sits in this bucket right now.
Due today
All clear
Nothing sits in this bucket right now.
Next 7 days
All clear
Nothing sits in this bucket right now.
Open leads with no follow-up date
All clear
Nothing sits in this bucket right now.
Automation rules
Applied automatically to every open lead
New lead not contacted within 15 minutes→Flagged high priority
New lead not contacted within 60 minutes→Escalated as overdue
Contacted or interested, no reply for 24 hours→Follow-up becomes due
No response after 48 hours→Second follow-up scheduled
Reservation pending for 12 hours→Reminder raised