Set and manage follow-ups
Each lead has a next follow-up date. Set it from the lead, the Leads list, the deal panel or in bulk. Overdue follow-ups show in the bell and on the Pipeline page.
Set a follow-up
On the Leads list: choose Set follow-up in the lead's row.
On a deal: open the card and choose Tomorrow, In 3 days or Next week.
For many leads: select them and use Follow-up in the bulk bar.
After a call: the Call back outcome asks you for a date and time.
Your admin can also give every new lead a first follow-up automatically. See Route new leads automatically.
See what is due
The bell at the top of the app lists overdue follow-ups.
The Pipeline page shows how many follow-ups are overdue.
Your Home page shows overdue callbacks and what is due today.
The Overdue view on the Leads page lists them.
Follow-ups and tasks
A follow-up is a single date on the lead. A task is a separate to-do with its own title, type and owner. Use a follow-up for "talk to them again on this date", and a task for specific work.
Last reviewed October 1, 2026.
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