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LumaKol
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Follow-ups and reminders

Every promised callback in one list — overdue in red, today, the next seven days — with reminders on the phone at the right time.

3 分AndroidiPhoneWebエージェント
このガイドを見るチュートリアル 9／20
再生を押したときにだけ、プレーヤーが YouTube から読み込まれます。
  1. 1

    Open Follow-ups

    The Follow-ups tab groups leads by when the callback is due: Overdue, Today and Next 7 days. The count of overdue items is the number to get to zero before anything else.

    Follow-ups screen with Overdue and Next 7 days groups
    Follow-ups on Android
  2. 2

    Where follow-ups come from

    Most are set by an outcome’s default. Others are set on the lead — Follow-up row — with a preset or a date-time picker. Managers can set them from the web on any lead they can see.

    1. Outcome default
    2. Set on the lead
    3. Set by a manager on web
    4. Reminder at the time
      on the phone
    Three sources, one list
  3. 3

    Reminders

    The phone reminds you at the follow-up time; tapping the reminder opens the lead with the Call button ready. Reminders are cancelled automatically when the follow-up is done or moved.

  4. 4

    Clear a follow-up

    Call the lead and log an outcome — the new outcome sets the next follow-up or clears it. To move a callback without calling, open the lead, tap Follow-up and pick a new time, or choose No follow-up.

  5. 5

    What the manager sees

    Overdue and due-today counts per agent are on the live board and in reports, and the Home screen banner on the agent’s phone says the same thing. Nobody has to ask.

    今日の数値
    例
    通話
    148
    接続率
    54%
    通話時間
    6h 12m
    期限切れのフォローアップ
    7
    Follow-up pressure is one of the numbers every dashboard shows

完了するとできること

  • A single due list across all sources
  • Reminders that open the lead ready to call
  • Overdue counts visible to the agent and the manager

関連情報

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関連ガイド

Agent tapping an outcome on her phone right after a callLog a call outcomeOne tap for what happened, a follow-up that is already filled in, an optional note and the questions your team defined. Ten seconds, every call.3 分AndroidiPhoneWebエージェントSales agent on a call from her mobile in an open-plan officeStart calling from the queueThe queue hands you the next lead — the one most worth calling right now, by its lead score — with the script beside the Call button.4 分AndroidiPhoneエージェントTeam lead and agents looking at the live board on a laptop togetherRun the day from the live boardWho is available, on a call, on a break or idle right now, with today’s calls, outcomes and overdue callbacks per person — fed by the phones, not by reports.4 分WebAndroidiPhoneチームリーダー / 管理者

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