Overview
Use Follow-ups to work the selected client's meeting and outreach queues. Every visible view uses one aligned summary band, with each count directly above its descriptor. Pending includes Confirmation, Reschedule, Asked for Info, and Callback work. In fallback views, the Pending total and All count add the same filtered Potential, meeting, information-request, and Callback family counts shown below. Designated employee presentation views can also include Potential and a five-family Calendar. Shared search, campaign, owner, and due-timing filters narrow the viewer-scoped work. Confirmation and completed meeting times use the meeting's stored timezone, with a safe local fallback if that value is malformed. Reschedule timing uses its saved follow-up date, or same-day call activity when the contact was called today. On a full presentation view, Filters opens addable Follow-Up rule rows. The combined All view is read-only for selection and bulk actions, but eligible rows can still be called individually. Focused family views support selection and grouped calling, and Inbound callbacks remains a separate recovery queue. The page also separates ordinary dialer Call Back Later work into Scheduled Call Backs, while the header badge shows the scoped unread inbound-callback count. The inbound callback queue shows each item's current assignment and provides redial, handled, snooze, and read controls; it does not include a Reassign control.
How to use this page
Open the worklist for a client
Open Follow-ups under Meetings and select a client in the switcher. The page is deal-scoped, so no client selection shows a prompt instead of the worklist. Pending and Done are always available. Authorized employees on designated presentation views may also see Potential, Callback, and Calendar. These staff presentation controls do not appear for client users.
Read the action summary
The aligned Pending actions band keeps each count directly above its descriptor and totals the active filtered work and breaks it into Potential, Confirmations, Reschedules, Asked for Info, and Callback. In fallback views, its total is the sum of those same filtered family counts, so the headline, All tab, and visible family sections stay aligned. Done is the recent history count for the last 14 days. On a presentation view, the count reflects the authorized action read after shared filters and any applied Follow-Up rules. A missing or elapsed meeting time does not create an inferred outcome task here.
Use the shared filters
Search by prospect or company, choose one or more campaigns, choose an owner when your staff role has access, and select All Timing, Overdue, Today, Upcoming, or Needs date. For Reschedule rows, due timing uses the actual follow-up date. If a reschedule contact was called today, the same-day call activity is used for the timing decision. On a presentation view, Campaign opens a searchable selector and can mark incompatible calling-copy options Different script. Search, campaign, and owner filters also apply to Done; due timing does not filter historical rows.
Build and apply presentation Follow-Up rules
On a designated employee presentation view, open Filters. Choose Add property, then select a property and operator. Available properties are Action Type, Follow-Up Date, Workflow State, Due Timing, Owner, Campaign, Prospect or Company, and Timezone. Date rules support empty, not empty, before, and after; text rules support Contains; choice fields support Is and Is not. Add more than one rule, then choose Apply Filters. All applied rules must match. Clear All resets the shared choices and rule rows. Close hides the panel without changing its current selections.
Choose a Pending family
Use All to render every non-empty filtered Pending family in its own section. On the combined presentation overview, rows do not show selection checkboxes or bulk-selection summaries, including embedded Potential and Asked for Info rows. A row with a usable campaign can still show an individual Call button. Choose Confirmation, Reschedule, Asked for Info, Potential, or Callback to focus one family. Focused family views expose the controls for reviewing, selecting, or grouped calling that family.
Work meeting and information-request rows
Expand a Confirmation or Asked for Info row to read its description and selected-deal Activity and notes. Confirmation and other stored meeting times display in the meeting's saved timezone, with a local fallback if that timezone value is invalid. In a focused family view, Confirmation can use Mark done and a manual outcome, while Asked for Info can be selected for campaign-grouped calling. Reschedule uses its actual saved Follow-up Date, shows Needs date when that date is missing, and can show Called today after a same-day call. Reschedule uses Open Booked Meetings for its canonical workflow.
Bulk call visible work
In a focused family view, select actionable meeting or Asked for Info rows, then review the selected and callable counts. Choose the Call campaign button for the group you want. Each group opens its own campaign-scoped dialer session, so contacts are not silently mixed across campaigns. The combined presentation All overview hides selection and bulk Call controls, so choose a focused family before bulk calling. Rows with an eligible campaign can still be called individually from All. Selection summaries and dialer URLs include only rows currently visible under the active filters.
Use Potential on the presentation pilot
On a designated employee presentation deal, choose Potential in Pending to use the embedded Potential Meetings worklist. Focused Potential rows can be selected for campaign-grouped calling, expanded for history and notes, opened in the full Potential Meetings page, or called when a campaign is available. In the combined All overview, embedded Potential rows are not selectable or bulk-callable, but an eligible row can still be called individually. On the exact Airoverse pilot, editing a Potential Follow-up Date creates or revises one open Callback action. Other presentation deals use the regular Potential date workflow.
Review and complete Callback actions
On a designated employee presentation deal, choose Callback in Pending to see open scheduled Callback actions in the current scope. Callback rows are not bulk-selectable or callable. Expand a row, enter the required Outcome, and choose Complete when the current role and ownership checks permit it. Authorized staff can revise the scheduled date, but cannot clear the required date. Completion records the result without changing contact or meeting status.
Edit approved-pilot follow-up dates
On the exact approved Airoverse pilot, authorized staff can edit Follow-up Date in embedded Potential, Asked for Info, and Reschedule rows; a Potential date creates or revises one open Callback action. A controlled full-rollout view keeps those three source dates read-only, while an existing Callback row can still revise its scheduled due date when permitted. The date picker uses a date-only value. The Activity and notes panel can record a Manual follow-up date update entry.
Open the pilot Calendar
Select Calendar where it is available. On designated employee presentation deals, it combines dated pending meeting actions and open Callback actions for the current viewer. Use Previous, Today, or Next and switch between Day, Week, and Month. Use the action-family pills to show All or toggle Potential, Confirmation, Reschedule, Asked for Info, and Callback. Applied Follow-Up rules also narrow the authorized Calendar actions, while the Calendar pills remain an independent family filter. There is no separate undated Calendar section; use Pending's Needs date filter to find active work without a usable date.
Review completed work
Select Done to review the most recent 14 days. Regular views show completed follow-ups, outcomes, and who completed the work. Completed meeting times use the same stored meeting timezone as pending rows, with a local fallback for a malformed value. On designated employee presentation deals, authorized staff see a read-only projection that can include Confirmation, Potential, Asked for Info, Reschedule, and Callback history. Search, campaign, and owner filters apply. Applied rules can refine history by the fields represented in the completed rows, while due timing does not apply to historical work.
Read activity and notes
Expand a meeting, Asked for Info, Potential, or Callback row to load selected-deal calls, responder emails, notes, and manual follow-up date updates grouped by day when available. The panel includes relevant campaign and contact context. If the supporting history request fails, open the prospect for the full record.
Open and resolve inbound callbacks
Choose Inbound callbacks in the page header or open the callbacks view. This separate recovery queue covers missed inbound calls and voicemails, including unmatched numbers. Review the caller, source number, current assignment, and snooze deadline, then use Redial in dialer, Contact activity, Mark handled, Snooze, or Mark read as appropriate. The queue shows the current assignment but does not provide a Reassign control. The header badge on the main worklist is only the scoped unread count; opening Inbound callbacks loads the dedicated queue and its full controls.
Work Scheduled Call Backs
Select Scheduled Call Backs to review ordinary dialer Call Back Later tasks separately from the pilot Callback family. Search, campaign, owner, and due-timing filters still narrow the rows. Expand a row for its activity and notes, use the Follow-up Date cell to revise its date when permitted, choose Call when a campaign is available, and enter an outcome before choosing Complete. Completing the task records the result without changing the prospect or meeting stage.
What the buttons do
- Pending
- Shows open Confirmation and Reschedule meeting work, Asked for Info work, and Callback actions. In fallback views, its count also includes the same filtered Potential and other visible family counts used by the Pending summary and All tab. On a staff presentation view, the count can include the full five-family action read. The summary cells use this same aligned band on ordinary and presentation views.
- Done
- Shows the most recent 14 days of completed work. Authorized staff on designated presentation deals can see a read-only projection that also includes qualifying Potential, Asked for Info, Reschedule, and Callback history. Completed meeting times use the stored meeting timezone.
- Calendar
- On designated employee presentation deals, opens the pending action Calendar with Potential, Confirmation, Reschedule, Asked for Info, and Callback families in Day, Week, or Month views.
- Search prospect or company
- Narrows the current Follow-ups view by prospect name or company, including historical Done rows.
- Campaign
- Filters by campaign. On a presentation view, it opens a searchable multi-select and can mark incompatible calling-copy choices Different script.
- All Owners
- For authorized staff, shows available owners or narrows the work to one owner. Client users do not see this staff-only filter.
- All Timing / Overdue / Today / Upcoming / Needs date
- Filters active work by the prospect or action-local date. Reschedule uses its saved follow-up date, or same-day call activity when applicable. Needs date shows active items without a usable date. Due timing does not filter historical Done rows.
- Filters
- On the full presentation staff view, opens the Follow-Up Filters panel and shows an active-filter count when shared or advanced choices are applied.
- Add property
- Adds a Follow-Up rule row for Action Type, Follow-Up Date, Workflow State, Due Timing, Owner, Campaign, Prospect or Company, or Timezone.
- Apply Filters
- Applies all rule rows to the authorized Pending, Done, and Calendar results. Multiple rules are combined together.
- Clear All
- Clears the shared campaign, owner, and due-timing choices and removes the advanced rule rows.
- Close
- Hides the Follow-Up Filters panel without changing its current selections.
- All
- On a designated employee presentation view, shows each non-empty filtered Pending family in its own section with a combined visible count. The combined view hides row selection and bulk-selection panels. Rows with a usable campaign can still show an individual Call button.
- Potential
- On a designated employee presentation view, opens the embedded Potential Meetings worklist inside Pending. Focus the family for its selection and calling controls; its combined All rows are not selectable or bulk-callable, but eligible rows can still be called individually.
- Confirmation / Reschedule
- Filters Pending to confirmation or reschedule work. Confirmation meeting times use the stored meeting timezone. Reschedule displays its actual follow-up date, or Needs date when none is stored, and uses Open Booked Meetings for its canonical workflow.
- Asked for Info
- Filters Pending to current Asked for Info contacts, including contacts without an active campaign. Focus this family to use selection and campaign calling.
- Callback
- On designated employee presentation deals, shows open scheduled Callback actions in the current view. Actions are completed individually with an outcome.
- Call
- Opens the dialer for a focused row or selected campaign group when a usable campaign is available. In the combined presentation All overview, it appears only on rows with a usable campaign; selection and bulk campaign-call controls remain unavailable.
- Mark done
- For eligible focused meeting rows, opens the available manual outcomes for recording the follow-up result.
- Open Booked Meetings
- Opens the canonical Booked Meetings workflow for a reschedule row.
- Follow-up Date
- On authorized presentation rows, opens a date-only editor for the relevant Potential, Asked for Info, Reschedule, or Callback follow-up.
- Inbound callbacks
- Opens the separate recovery queue for missed inbound calls and voicemails.
- Activity and notes
- Expands selected-deal engagement history, including calls, responder emails, notes, and manual follow-up date updates when available.
- Scheduled Call Backs
- Shows ordinary dialer Call Back Later tasks in a separate tab. Rows can be filtered, expanded, dated, called when a campaign is available, and completed with an outcome.