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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 phútAndroidiPhoneWebNhân viên
Xem hướng dẫn nàyHướng dẫn 9/20
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  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.

    Số liệu hôm nay
    Ví dụ
    Cuộc gọi
    148
    Tỷ lệ kết nối
    54%
    Thời gian đàm thoại
    6h 12m
    Lịch theo dõi quá hạn
    7
    Follow-up pressure is one of the numbers every dashboard shows

Kết quả bạn có được

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

Liên quan

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Hướng dẫn liên quan

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 phútAndroidiPhoneWebNhân viênSales 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 phútAndroidiPhoneNhân viênTeam 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 phútWebAndroidiPhoneTrưởng nhóm / quản trị viên

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