Follow-up
The timers that decide when each lead is due a call.
The Follow-up screen orders open leads by their next action: overdue and due today first.
The workspace sets a list of waits, 1h, 24h, 72h by default:
- The first counts from when the lead comes in (first contact).
- The next ones count from the last logged call.
- When they run out, the last one repeats.
You can set up to eight, from 5 minutes to 30 days each, in minutes, hours or days: 30m, 2h, 3d.
A follow-up date set by hand on the record always wins over the timers.