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Follow-ups help you stay on top of your leads by scheduling future contact dates. The system automatically sorts them into categories so you always know which leads need your attention right away.
Leads whose follow-up date has passed. These need your attention immediately. Cards are highlighted with a red border.
Leads scheduled for follow-up today. These are your action items for the day. Cards are highlighted with an orange border.
Leads with future follow-up dates. Gives you a view of what is coming up.
Use the tabs at the top to switch between Overdue, Today, Upcoming, and All. Each tab shows a count of how many leads are in that category.