Follow-up rules
When nobody sets the next follow-up by hand, these do — one interval per outcome, and the hour of day they land.
Sales → Follow-up rules. Five intervals, one per outcome, plus the hour follow-ups land at.
When nobody sets the next follow-up by hand, these do.
0turns a rule off.
| Trigger | Fires after | Typical |
|---|---|---|
| New lead | A lead is created or registers | 1 day |
| No answer | A call nobody picked up | 2 days |
| Call back | Usually set by hand when they say when | 3 days |
| Interested | After they said yes | 2 days |
| Trial booked | After the trial is booked | 1 day after the trial |
Follow-ups land at sets the hour, in studio time. Put it where your team actually makes calls — 11 AM beats 9 AM if mornings are classes.
Why bother
A follow-up date is what puts a lead into Due today on the leads page and colours the card on the pipeline. Without one, a lead is in the list but never in anyone's day. The rules guarantee that every lead has a next date, even on the busiest evening when nobody set one.
When a follow-up comes due, the owner gets the Follow-up due notification.
Next
Measuring the result: activity and targets →