Follow-Ups

Overview

Follow-ups combines pending work, recent completion history, and authorized employee-only reporting for the selected client. Authorized employee views now use the shared leading-chevron row anatomy and revised five-field collapsed row across the selected-client board. The row keeps Prospect, Action, Follow-up Date, Campaign, and truthful Set By visible, with responsive wrapping and stable workflow actions. Client users retain their established row presentation. Server rollback settings can return accounts outside the proven exact cohort to the prior layout, and independent emergency switches can withhold the shared layout or row revision everywhere. These presentation controls grant no new records, stage evidence, Calendar access, note or date authority, completion action, status write, or Dialer scope. Employee views also receive read-only numbered stage evidence across the board except for the exact excluded account or an emergency switch. A row with trustworthy family-specific evidence can show 1st, 2nd, or 3rd+ Follow-Up. Authorized employees choose Follow-Up Stage inside Filters, then apply the stage they need. Uncertain history stays visible without a numbered badge in All Active and the family queue instead of being guessed. In authorized employee views, the Pending actions summary separates filtered active Potential work into Interested prospects and legacy follow-ups, so the summary matches the rows still visible after the current filters. Across authorized employee Follow-ups views, every expanded row uses one filterable Activity Notes timeline with explicit source counts, exact-source coverage, and reversible grouping for consecutive calls that share the same result, SDR, and direction. The timeline keeps routine calls compact, gives meaningful outcomes and notes stronger bordered rows, and aligns source, actor, duration, and prospect-local time as readable metadata that wraps on smaller screens. Expanded Potential rows keep Add Note below the stream and refresh it immediately after a successful save. Legacy call activity names a recovered caller only when SalesHive has exact evidence. Older migrated calls without reliable actor evidence show Caller not recorded, and provenance-only migration notes stay hidden. Client users keep their established authorized history presentation. Every internal selected-client Follow-ups board also has the complete page-specific property filter builder. Add Action Type, Follow-Up Date, Workflow State, Due Timing, Set By, Campaign, Prospect or Company, Title, or Timezone rules, then apply them together. Set By uses family-specific historical evidence and never substitutes the mutable Owner. These filters narrow only the records the viewer could already access and do not grant Calendar, dialing, client access, workflow, or write authority.

How to use this page

Open the selected-client worklist
Open Meetings > Follow-ups and choose a client in the switcher. Pending and Done are available in the standard worklist. Authorized employee views use the shared leading-chevron row presentation across the selected-client board. Every internal selected-client board has advanced property filters. Stage and Calendar controls still depend on their separate authorization. Client users retain their established presentation.
Filter the work
Search by prospect, company, or title, choose campaigns, choose Set By when available, and select All Timing, Overdue, Today, Upcoming, or Needs date. Every internal selected-client board can open Filters and use Add property for Action Type, Follow-Up Date, Workflow State, Due Timing, Set By, Campaign, Prospect or Company, Title, or Timezone. Property rules combine with one another and the shared controls. Draft property and stage choices take effect only after Apply Filters. Clear removes one draft stage or rule, while Clear All resets campaign, Set By, timing, stage, and property rules. Referral is available as an Action Type for Pending work.
Read the Potential breakdown
In an authorized employee view, the Pending actions summary separates the filtered active Potential queue into Interested prospects and legacy follow-ups. The wording uses the same Potential rows that remain after the current search, campaign, Set By, timing, and stage filters. Client users retain the general Potential summary, and the breakdown does not change access or workflow authority.
Read the revised collapsed row when enabled
Authorized employee views use five collapsed fields across the selected-client board: Prospect, Action, Follow-up Date, Campaign, and Set By. When phone data provides a prospect timezone, the Prospect field also shows the prospect local time beneath the company. Date, Campaign, and Set By align through the center of the row. When a revised Potential or Asked for Info row does not have date-edit authority in this view, the date uses the same compact date card as an editable row but remains read-only. Wide rows balance the five fields without forcing horizontal overflow. A long Set By name stays on one line with the full value available from its hover title. Mark done, when available, sits immediately left of Call, while Call stays pinned to the primary right-side slot. On narrower screens, the fields wrap into two columns and then one column, Set By can wrap, and the action rail moves below without changing what the controls do. A server rollback can return accounts outside the proven cohort to the prior row presentation, and an emergency switch can withhold the revision everywhere without changing the work itself.
Open the source page from revised details
For a revised Potential row, choose the leading chevron. Read the role, then scan Activity and Notes in separate read-only columns with per-column counts. Activity contains calls, responder emails, and manual follow-up date updates. Notes contains saved notes. On narrow screens, Notes stacks below Activity. Use Open Potential Meetings at the bottom when you need the full source record. A revised Reschedule row keeps the established combined Activity and notes history before Open Booked Meetings. The source link remains available when a revised Potential row also shows a numbered stage, while the collapsed action rail keeps Call as the primary workflow action.
Use the Activity Notes timeline when enabled
In any authorized employee Follow-ups view, expand a row to use one Activity Notes timeline. Choose All Activity, Calls, Notes, Emails, or Updates. Each filter shows its count in parentheses, and zero-count filters stay visibly disabled. Routine no-answer, voicemail, and busy calls use a compact row. Notes and meaningful outcomes use stronger bordered rows, while source, actor, duration, and prospect-local time stay aligned as bullet-separated metadata that wraps on smaller screens. Consecutive calls group only when the result, SDR, and direction all match. Open a grouped card to review every exact call record. Coverage is explicit: the latest 20 calls, responder-sent emails, saved notes, follow-up-date updates, and one earlier note when present. Inbound emails and complete status-change history are not included yet. In an expanded Potential row, use Add Note below the timeline. After a successful save, SalesHive refreshes the timeline so the new note appears immediately. The presentation uses existing note authority and grants no new records, date edits, Calendar access, completion actions, or Dialer scope. Legacy call items name the recovered caller only when exact evidence supports it. Otherwise the actor reads Caller not recorded, and technical migration-only notes are omitted from the stream. Client users keep their established authorized history presentation.
Read standard family rows
Client users and any employee account temporarily returned by a server rollback keep the established family-row presentation. Those rows retain their prior positional columns and responsive layout, with the same prospect, action, date, campaign, and available controls. The presentation difference does not change access, data, or workflow authority.
Interpret Set By accurately
Potential uses the original Potential setter. Asked for Info accepts only an exact audited Dialer transition actor. For the Willwork recovery canary, exact native Asked for Info calls and explicit timestamped legacy evidence mapped to one active SDR may also identify the setter, but every usable source must agree. Broad edits, maintenance activity, incomplete evidence, and conflicting people remain Not recorded. Callback uses the task creator. Confirmation and Reschedule use the meeting setter. Referral remains Not recorded until a separately approved creator source exists. SalesHive never substitutes the current Owner.
Use stage filters when enabled
Open Filters and use Follow-Up Stage to choose All Active, 1st Follow-Up, 2nd Follow-Up, or 3rd+ Follow-Up, then choose Apply Filters. Clear resets only the draft stage choice to All Active, while Clear All resets the applied stage and the other shared filters. SalesHive counts family-specific evidence after the verified starting event. Potential follows the same current engagement step used by Potential Meetings and adds only later no-answer or busy calling sessions that the durable step does not already represent. Asked for Info combines its non-overlapping legacy evidence and native Follow-ups sessions. Reschedule uses verified outreach for the current meeting slot and does not count an older slot or add duplicate representations of the same pass. Multiple phone attempts during one scoped Dialer session count as one calling pass. A row whose starting point cannot be verified stays in All Active and its family queue without a numbered badge, and it does not enter a numbered filter. Client users and the exact excluded account keep the family view without numbered stages.
Use the family view when stages are withheld
Client users and the exact excluded account continue with All or a focused family such as Confirmation, Reschedule, Asked for Info, Referrals, or Callback. Search, campaign, Set By, timing, dialing, completion, and Calendar permissions keep their normal behavior. An employee row without verified stage evidence also remains workable in All Active and its family view without a numbered badge.
Scan Pending All by action family
Choose Pending and All for the combined overview. Approved presentations show one visible total, then place each available action family in a separate section. If the Potential section has no eligible rows after the current filters, it says No potential meetings and suggests adjusting the Follow-ups filters instead of disappearing. Open the leading chevron for engagement, source-page links, and supporting context. In the revised layout, Campaign remains visible while the row is collapsed, so it is not repeated inside the expanded panel. Every family's permissions, save rules, and Dialer route stay the same.
Read Callback in the revised combined view
In the revised Pending All layout, Callback rows begin directly inside the shared family worklist. The repeated Callback heading and introductory paragraph are omitted because the page tabs and each row badge already identify the family. The section keeps its accessible Callback label. Open the focused Callback tab when you want the existing callback instructions and completion context.
Choose a focused family
Choose Confirmation, Reschedule, Asked for Info, Referrals, Callback, or another available family pill when you want only that queue. Authorized employee views keep the shared leading expand anatomy in each focused Pending family. Potential uses the established orange highlight and Callback uses purple. A numbered stage sits below the family pill only when separate evidence supports it. Unknown stage evidence stays hidden instead of appearing as an error badge.
Work calls, dates, and outcomes
Use Call on an eligible row or a focused-family campaign call control. SalesHive opens the same family-appropriate campaign-scoped Dialer session as before. On a revised Confirmation row, Mark done appears immediately left of Call and records the selected outcome. Referral remains Pending-only. Asked for Info preserves the selected calendar day. Confirmed by email records audit evidence but leaves the required call due, while a provider-backed Confirmed call for the exact meeting time completes the remaining confirmation milestones for that time.
Review or close terminal history only when authorized
The No Longer Pursuing choice inside Filters > Follow-Up Stage appears only in the established history-enabled account. Where the separate row action is also enabled, choose No Longer Pursuing on supported Potential, Asked for Info, Referral, or Reschedule work and confirm. SalesHive clears the active date, moves the contact safely, and preserves the prior status, closer, and time. Confirmation and Callback are excluded. Read-only numbered-label cohorts receive neither the history choice nor the row action.
Export and review history
Export CSV follows the current tab, family, search, campaign, Set By, timing, stage, Calendar family, and applied property filters. Done shows the most recent 14 days of supported completed work. Historical rows are filtered only by evidence retained in that projection. A date, timing, timezone, action family, or Set By rule with no supported Done evidence returns no inferred match. No Longer Pursuing remains separate retained history only in the established history-enabled account.
Use Calendar when authorized
Open Calendar to load dated actions only when that staff view is authorized. Pending and Done remain available while it loads. Use Day, Week, or Month and the family pills, and choose Retry if the read fails. Referrals remain outside Calendar.
Review a custom outcome report
Choose an available custom outcome tab to review contacts whose latest completed call has that exact enabled disposition. Search by prospect, company, title, status, campaign, or setter, and use the Campaign filter when needed. Each row shows the current contact status, campaign, who set the outcome, and when it was marked. Open the row chevron for recent call activity and saved notes, then choose an activity item to open the exact Call History record. This is an employee-only read-only report with no Call, completion, callback, or Calendar action. Export CSV follows the current report, search, and Campaign filter.

What the buttons do

Pending / All: Shows one read-only total and visually separates each available action family in approved presentations.
Confirmation / Reschedule / Asked for Info / Referrals / Callback: Opens one focused Pending family with that family's established controls and dialing rules.
Filters > Follow-Up Stage: Selects All Active, 1st, 2nd, or 3rd+ Follow-Up for supported active work, then applies the choice with Apply Filters.
Follow-Up Stage > No Longer Pursuing: Appears only in the established history-enabled account to open retained closure history after Apply Filters. The active-row closure action requires separate authorization.
Row chevron: Expands supporting context and read-only engagement history. Revised Potential rows separate Activity from Notes without adding edit authority.
Open Potential Meetings / Open Booked Meetings: Opens the full source page. Revised Potential rows place Open Potential Meetings after the split Activity and Notes view. Revised Reschedule rows retain combined Activity and notes before Open Booked Meetings.
Search / Campaign / Set By / Timing: Narrows the current worklist by prospect, company, title, campaign, evidence-based setter, or due timing.
Call / Call selected: Opens the family-appropriate campaign-scoped Dialer session. Revised rows keep Call pinned in the primary right-side slot.
Mark done: Records the selected outcome. On revised Confirmation rows it appears immediately left of Call. Confirmed by email remains visible but leaves the confirmation call due.
Select all visible referrals: Selects only Referral rows that remain visible after the current filters.
Call [campaign]: Starts a separate campaign-scoped Dialer session for selected callable referrals in that campaign.
Calendar: Loads the authorized staff Calendar only when opened and offers an in-page Retry if the read fails.
Filters: Opens the complete internal property-rule builder plus authorized Follow-Up Stage choices. Apply Filters commits draft choices, and Clear All resets campaign, Set By, timing, stage, and property rules.
Add property: Adds an ANDed rule for Action Type, Follow-Up Date, Workflow State, Due Timing, Set By, Campaign, Prospect or Company, Title, or Timezone.
Export CSV: Downloads rows in the current filtered Pending, Done, authorized Calendar, or custom outcome report view.
Inbound callbacks: Opens the separate missed-call and voicemail recovery queue.
Follow-up Date: Uses the existing editable control only where this view owns date editing. Revised read-only Potential and Asked for Info rows show the same compact date card without enabling an edit.
Custom outcome report tab: Opens the employee-only read-only report for an enabled custom disposition and shows only contacts whose latest completed call still has that outcome.
Potential breakdown: Shows filtered active Potential follow-ups as Interested prospects plus legacy follow-ups in authorized employee views.
All Activity / Calls / Notes / Emails / Updates: Filters the authorized read-only Activity Notes timeline by source, shows each count in parentheses, and leaves zero-count filters visibly disabled.
Save note: In an expanded Potential row with the authorized employee Activity Notes presentation, saves through the existing note writer and refreshes the timeline after success.
Grouped calls: Expands a bordered card of consecutive calls that share the same result, SDR, and direction so every exact source record remains reviewable.

Common questions

Authorized employee Follow-ups views now use the revised five-field row across the selected-client board. Client users retain their established presentation. A server rollback can return accounts outside the proven exact cohort to the prior row, while the independent emergency switch can withhold the revision everywhere. The revision grants no new data family, stage, Calendar, edit, completion action, or Dialer scope.

The row keeps Prospect, Action, Follow-up Date, Campaign, and Set By visible with more balanced space across the five fields. When phone data provides a timezone, the Prospect field also shows the prospect's current local time beneath the company. Date, Campaign, and Set By align through the center of the row. A revised Potential or Asked for Info date that is not editable in this view appears in the same compact date card but remains read-only. Call stays in a stable right-side slot, and Mark done appears immediately to its left when available. On smaller screens, the same fields stack responsively and the action rail moves below.

On a wide row, an unusually long Set By value stays on one line so the rest of the row remains aligned. Hover the name to read the full value. On the compact one-column layout, the name can wrap normally.

In a revised Potential row, open the leading chevron and scan the separate read-only Activity and Notes columns. Open Potential Meetings appears below them. A revised Reschedule row keeps the combined Activity and notes history before Open Booked Meetings. This keeps the collapsed action rail focused on Call. Rows without the revision retain the established collapsed source action.

Client users keep the established family-row presentation. An employee account can also temporarily return to it through a server rollback. The row still shows its authorized prospect, action, date, campaign, and controls, and the presentation difference does not mean data is missing.

It is trustworthy historical evidence for who created the action, not the current Owner. Potential uses the original setter. Asked for Info uses an exact audited transition actor. Callback uses the task creator. Confirmation and Reschedule use the meeting setter. Referral currently has no separate setter evidence. The primary Set By selector and an added Set By property use the same evidence. A row with missing or ambiguous attribution does not match either Is or Is not for a named person.

Every internal selected-client board offers Action Type, Follow-Up Date, Workflow State, Due Timing, Set By, Campaign, Prospect or Company, Title, and Timezone. Use Is, Is not, Contains, Is empty, Is not empty, Before, or After when the selected property supports it. Multiple rules are combined, so a row must match every applied rule.

Done is historical and can use only evidence retained in its completed-work projection. SalesHive does not infer a due date, due timing, timezone, action family, or Set By value when that evidence is unavailable. An unsupported rule therefore returns no guessed matches.

SalesHive could not find one trustworthy historical actor for that action. Broad edits, maintenance activity, missing user evidence, and conflicting sources do not count. Referral also stays Not recorded until a separately approved creator source exists. SalesHive never relabels the current Owner as the setter.

No. Numbered stages remain a separate evidence-based feature. The revised row shows an existing authorized stage in the Action area when available and never creates or guesses one.

Only families with visible work after the current search, campaign, Set By, timing, stage, and permission checks appear. If one family remains, All shows one section.

Eligible revised Pending All views already identify Callback through the family tabs and row badges, so SalesHive removes the repeated section heading and introductory paragraph. The focused Callback tab and layouts without the revision keep the guidance, and the section remains labeled for assistive technology.

Client users do not receive employee-only stage labels. The exact excluded account also keeps the family workflow because its historical warm-status baseline is too ambiguous for a safe board-wide label. An emergency kill switch can temporarily withhold the feature without changing the underlying work queues.

SalesHive uses the prior evidence defined for each action family. Potential starts from the current authoritative engagement step and adds only later no-answer or busy sessions not already represented there. Asked for Info combines separate legacy and native Follow-ups evidence. Reschedule counts verified passes for the current meeting slot and excludes older slots. One scoped Dialer session remains one calling pass even when the SDR tries more than one number.

That contact has no eligible campaign for dialing. The row stays visible, but only campaign-linked referrals can enter a campaign call group.

Confirmed by email records audit evidence but does not replace the required confirmation call.

No. It follows the current tab and the search, campaign, Set By, timing, family, stage, Calendar family, and advanced filters that apply.

Calendar is restricted to authorized internal sessions on approved deals. Client users do not see it, and Referrals do not enter Calendar.

The Dialer returns to the Follow-ups tab that started the call after End Session, the summary close, or Back to Campaign.

Only authorized employee views. Client users do not see these tabs, and the tab grants no new contact or campaign access.

A contact stays only while that enabled custom disposition is the latest completed call outcome. A later completed call removes the contact from the report.

No. It creates no callback, Calendar entry, Pending action, or Dialer session. While the report state applies, the same contact is excluded from the working queues so one outcome is not presented as both reporting and active work.

Some eligible accounts receive All Active and the three numbered Follow-Up Stage choices inside Filters. They do not receive the No Longer Pursuing choice, retained terminal history, or the separate row closure action. Continue with the authorized Call and completion controls available for the account.

The No Longer Pursuing choice inside Filters > Follow-Up Stage and the retained history remain limited to the established history-enabled account. The active-row No Longer Pursuing action is a separate authorization and does not come with numbered stage labels alone.

SalesHive found the action but could not verify the family-specific starting event needed to number its next follow-up. The row stays available in All Active and its family queue without an error badge, but it is excluded from the 1st, 2nd, and 3rd+ Follow-Up filters.

No eligible Potential rows remain after the current search, campaign, Set By, timing, stage, and permission filters. Adjust the Follow-ups filters to widen the view. Other action families remain available when they still have matching work.

Authorized employee views use the richer Potential summary to distinguish current Interested prospects from nonterminal legacy Potential work. The counts follow the same visible filtered rows and do not grant new records, stages, Calendar access, edits, completion actions, or Dialer scope.

In an authorized employee Follow-ups view, an expanded Potential row keeps Add Note below the read-only Activity Notes stream. Save note uses the existing authorized note writer, and a successful save refreshes the timeline immediately. Client and other established history presentations retain their existing controls and permissions. The timeline adds no follow-up-date, contact, Calendar, completion, or Dialer authority.

Authorized employee Follow-ups views now receive the unified Activity Notes timeline across the selected-client board. Client users do not. A global rollback can return accounts outside the proven cohort to their prior expanded-history presentation, while the emergency kill switch can withhold it everywhere. The timeline changes evidence layout only and does not grant new records, notes, date edits, Calendar access, completion actions, or Dialer scope.

SalesHive groups only consecutive call records with the same exact result, SDR, and direction. Choose the group to review every source record. A different result, actor, direction, or intervening activity starts a separate item, so grouping never hides or infers evidence.

The coverage note names the exact sources: the latest 20 calls, responder-sent emails, saved notes, follow-up-date updates, and one available earlier note. Inbound emails and complete status-change history are not included yet.

Routine No Answer, Left Voicemail, Voicemail, and Busy results use a compact presentation so notes and meaningful outcomes are easier to scan. The same source, actor, duration, time, grouping, and exact-record evidence remain available.

That older migrated call does not contain reliable evidence of the person who placed it. SalesHive does not substitute the client strategist or another placeholder. An exact recovered SDR is named when verified, otherwise the activity stays honestly unattributed. Technical migration-only notes are hidden because they are not SDR-written context.

Overview

How to use this page

Open the selected-client worklist

Filter the work

Read the Potential breakdown

Read the revised collapsed row when enabled

Open the source page from revised details

Use the Activity Notes timeline when enabled

Read standard family rows

Interpret Set By accurately

Use stage filters when enabled

Use the family view when stages are withheld

Scan Pending All by action family

Read Callback in the revised combined view

Choose a focused family

Work calls, dates, and outcomes

Review or close terminal history only when authorized

Export and review history

Use Calendar when authorized

Review a custom outcome report

What the buttons do

Common questions

Get an answer from a real person

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