Guide · Lead Handling
Keep Leads Moving with Follow-ups, Appointments and Needs Attention
Schedule the work that should happen next and keep overdue or human-required actions visible.
Follow-ups, appointments and attention items keep the next piece of work on the lead, instead of in someone’s memory.
What you'll do
- Create a follow-up on the right lead.
- Save an appointment with the details the form asks for.
- Use Needs Attention for work that still needs a person.
Follow-ups
01Open Follow-ups
Open Follow-ups from the main workspace.
02Create a follow-up
Start a new follow-up.
03Choose the lead
Attach the follow-up to the lead it belongs to.
04Fill in the details on the form
The follow-up list shows due time, priority, status and the next action.
On the form, add a title if it asks for one, then set the due time, the priority and the Assignee.
05Act when it is due
Open the follow-up from the lead when the time arrives, and update it when the work is done.
Appointments
01Open Appointments
Open Appointments from the main workspace.
02Create an appointment
Start a new appointment.
03Select the lead
Choose the lead this appointment belongs to.
04Complete the details you see
Add the title, date, start time and end time. Add notes if the form includes them.
If the form asks for a meeting type, choose the one that matches this conversation.
05Save the appointment
Save it so the time stays on the lead.
Needs Attention
01Open work that still needs a person
Needs Attention brings together work that still requires action.
You may see items such as Needs a Reply, Unassigned Leads, Follow-up Overdue and Missed First-Response Deadline. Open the items your screen shows.
How to know it worked
Follow-up, appointment and human-required work stay visible instead of being forgotten.
Continue with Set Up Business Knowledge for Better Lead Handling.
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