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Features Pricing Docs About Contact

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DocsLeadsFollow-ups

Follow-ups

Overdue and upcoming reminders, sorted so nothing slips.

What it does

Follow-ups shows every lead that has a next action scheduled. Overdue ones float to the top with a red badge. Upcoming ones are sorted by date.

Follow-ups — admin view

Scheduling a follow-up

Related

The unified pipeline — every lead from every channel in one queue.

Follow-ups — Documentation — Dealer Bloom