Overview
The Follow-ups page is a per-client worklist of the meeting follow-ups an SDR still owes, plus a short history of what is already done. It pulls confirmation calls, reschedules, and no-show chases out of the rest of the app and puts them in one place, sorted by meeting time so the most urgent sit at the top. The list is derived live from each contact's meeting state, so it is never stale, and completed follow-ups are captured automatically when you dial a booked prospect from the meeting-followup scope, or manually with Mark done. Pick a client in the switcher first; the page is empty until you do.
How to use this page
Open the worklist for a client
Find Follow-ups under Meetings in the platform nav. The page is deal-scoped, so pick a client in the switcher first. With no client selected you get an empty prompt to choose one. The URL accepts ?tab=done to land on the Done tab.
Read the pending overview band
The Action needed band at the top shows the total pending count and four stats: Confirmations, Reschedules, No-shows, and Done (last 14 days). A stat with a pending count is highlighted so the work that still needs doing stands out at a glance. Pending rows are sorted by meeting time, soonest first.
Switch between Pending and Done
Two tabs split the list. Pending shows every follow-up still owed for this client; Done shows completions from the last 14 days, newest first, with who did it and the outcome. The counts in the tab labels update with the filters.
Filter pending by type
On the Pending tab, chips let you narrow to All, Confirmation, Reschedule, or No-show. Each chip carries its count. If a filter has nothing in it, the page says so and suggests trying a different filter.
Read a follow-up row
Each pending row shows the contact name, company, a type badge, and a meta line with the meeting time (absolute plus a relative phrase like in 3 hours or 2 days ago), who set the meeting, and a one-line description of what the follow-up is for. Meeting times inside 24 hours are flagged urgent, and past times are flagged overdue, so the rows that need action first read differently from the rest.
Call the prospect
The Call button on a row opens the dialer scoped to that contact in meeting-followup mode, the same scope the meetings list Call button uses. The button is disabled when the contact has no active campaign enrollment, with a tooltip explaining that they need to be enrolled in a campaign before the dialer can load them.
Mark a follow-up done
Mark done opens a small menu: Completed, Left voicemail, No answer, or Marked done. Picking one logs the outcome against the current meeting slot, shows a confirmation toast with the contact's name, and the row leaves the pending list. This is the manual path, for when you confirmed by email or another channel instead of a call.
Review completed follow-ups
The Done tab lists follow-ups completed in the last 14 days. Each row shows the contact, the type, the outcome badge, who completed it and when (relative), whether it came via a call or was manual, and any notes. It is a read-only history; there is no edit or delete button in the UI.
What the buttons do
- Pending tab
- Shows every follow-up still owed for this client, sorted by meeting time soonest first.
- Done tab
- Shows completions from the last 14 days, newest first, with who did it and the outcome.
- All / Confirmation / Reschedule / No-show chips
- Filter the Pending list by follow-up type. Each chip shows its count.
- Call
- Opens the dialer in meeting-followup scope on that contact. Disabled when the contact has no active campaign enrollment.
- Mark done
- Opens the outcome menu to log a manual completion without a call.
- Completed / Left voicemail / No answer / Marked done
- The four outcomes in the Mark done menu. Maps the result onto the current meeting slot.