Follow-ups

Setting one#

In three places:

In the three-dot menu

In the contact panel or the customer view, under Follow-up.

In a run-through

Through the Later outcome. See Durcharbeiten.

On a finding

Instead of accepting or dismissing: defer it.

Intervals: 1 week, 1 month, 3 months, 6 months, 1 year, or a date of your choice in the calendar. A chosen date beats an interval: whoever opens the calendar has a specific day in mind.

It creates a real task#

A follow-up is not a note inside a tool, it is a task carrying the contact's name:

• It appears under Tasks in the platform.
• It appears in onOffice, if the contact comes from there.
• On the due date a notification goes out: to the assignee, otherwise to the workspace owner.

The "Follow-ups" view#

The tab shows all deferred contacts grouped into overdue, today, this week and later. A click opens the contact.

Rescheduling works everywhere#

Change the due date under Tasks or in onOffice and shortly afterwards DB-Leads shows the same date, with the reminder rescheduled. There is only one date, no matter where you touch it.

Follow-up or exclude from scan?#

Two different things, and confusing them costs you a contact:

Follow-up

"Interesting, but later." The contact stays fully in play and keeps being analysed.

Exclude from scan

"This person has repeatedly made clear they are not selling." The contact stays in list and board but is no longer analysed and no longer proposed. Reversible at any time.

Further reading#