Skip to content

📅 Follow Up Calendar

The Follow Up Calendar helps you manage your ongoing conversations with leads and deals effectively. It provides a centralized view of all your scheduled follow-ups, ensuring that no opportunity slips through the cracks.

🔔 Overview

This feature allows you to:

  • Track scheduled follow-ups with both Leads and Deals.
  • Stay organized with a calendar-based view of upcoming actions.
  • Access a List View for detailed review and quick navigation.

Follow Up Calendar

🟢 Color Coding

  • Green Entries: Represent follow-ups related to Leads.
  • Blue Entries: Represent follow-ups associated with Deals.

This color-coded system makes it easy to distinguish between lead and deal activities at a glance.

📋 List View

For those who prefer a linear layout, click on the List View to see all scheduled follow-ups in a structured format. This allows for quick filtering, editing, or actioning of follow-up items.

By using the Follow Up Calendar, your sales and support teams can stay proactive, organized, and efficient in nurturing client relationships.