Follow-ups, live board and attendance
Callbacks grouped by when they are due, who is working right now, and how active time is measured.
Nagla-load lang ang player mula sa YouTube kapag pinindot mo ang play.
Step by step
After this video you can find every promised callback by when it is due, see who is working right now on the live board, and read attendance knowing how active time is measured.
- 1
Open Follow-ups on the web
The Follow-ups page has tabs for Due now, Overdue, Today, Tomorrow, This week and Later, a search by name or number, and filters for the lead’s list, its last outcome, how overdue it is and, for managers, its owner. Each row has Reschedule and Clear follow-up.
- 2
The same list on the phone
In the LumaKol app, the Tasks tab groups follow-ups into Overdue, Today and Next 7 days. Reschedule opens the presets and the date and time picker, and Done clears the follow-up with an Undo.
- 3
Where follow-ups come from
Most are set by an outcome’s default after a call. Others are set on the lead’s Follow-up row, or by a manager on the web. A follow-up is always in the future: a time that has already passed is refused.
- 4
Open Team → Live board
Every agent and team lead in your scope has a card: status and since when, check-in time, active time, breaks, outcomes logged today, and overdue and due-today follow-ups. It refreshes on its own.
- 5
Read the board in order
Overdue first, because those are promises at risk. Then idle: checked in, not on a break, and no activity past the threshold. Then outcomes logged against calls, which shows whether feedback is being skipped.
- 6
Check in, take breaks, check out
Agents tap Check in on Home, Take break with the type your admin set up, and Check out at the end of the day. A forgotten check-out is closed by automatic checkout after the hours your admin set, and the report marks it as automatic.
- 7
How active time is measured
Active time is time spent active in LumaKol on the web and in the app, with breaks left out. Checked in with no call or app activity for the idle threshold, ten minutes by default, shows as Idle until the next call or outcome.
- 8
Read the attendance report
Attendance in the sidebar shows per person per day: check-in and check-out, active time on web and app, breaks by type, idle time and outcomes logged. Export it to CSV or Excel for payroll.
Tips
- Sort the live board by overdue at the start of the day: the overdue count is the number to get to zero first.
- Individual accounts have no attendance, check-in or live board; those are for company workspaces.
Read the full guide
The written guide covers the same screens, with every setting explained, so you can follow along at your own pace.
- Follow-ups and remindersEvery promised callback in one list (overdue in red, today, the next seven days) with reminders on the phone at the right time.
- Attendance, breaks and check-inA tap to start the day, typed breaks, a tap to end it, so the live board and attendance reports reflect real working time.
- Run 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.
- AttendanceCheck-in, breaks, idle time, shifts and leave
- Employee attendance appCheck-in, breaks, shifts and leave for a calling team
More from Unang bahagi — i-setup ito
- 1Read your dashboard like a manager3:22
- 2Build your pipeline3:17
- 3Call outcomes that book the next follow-up3:10
- 4Custom fields, call scripts and message templates3:22
- 5Roles and seats explained2:47
- 6Import leads from Excel or CSV2:45
- 7Assign, reassign and reset lead lists2:54
- 8How your agents work a lead2:27
- 10Reports and billing4:35
Bigyan ang iyong team ng CRM na kumukuha ng bawat tawag
I-set up ang iyong workspace at simulang itala ang mga tawag sa araw ding iyon.
- Hindi kailangan ng card
- Libre ang hanggang 3 admin na hindi tumatawag
- Mga tawag mula sa sarili mong SIM