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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 minAndroidiPhoneWebAgent
Bekijk deze handleidingHandleiding 9 van 20
De speler wordt pas van YouTube geladen als je op afspelen drukt.
  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.

    Cijfers van vandaag
    Voorbeeld
    Gesprekken
    148
    Bereikpercentage
    54%
    Gesprekstijd
    6h 12m
    Te late opvolgingen
    7
    Follow-up pressure is one of the numbers every dashboard shows

Wat je aan het eind hebt

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

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