Followup & Activity Timeline

The Follow-Up tab on a Prospect helps salespeople track and manage all actions taken on that prospect. It is divided into two sections.

🔹 1. Follow-Up Form (Left Side)

This is where you log every follow-up activity. It contains:

• Follow-Up Status
  Choose the latest outcome of your follow-up:
  Pending, No Response, Contacted, Qualifying, Not Interested, Client Not a Fit, No Budget.
  (This is about the result of your last interaction — not the overall lead status.)
• Prospect Type
  Choose how promising this lead looks: Hot, Warm, Cold, DND.

  ❗ If you select Cold or DND, this prospect will stop showing in future follow-up lists.

• Next Follow-Up Date
  Schedules the next planned interaction. This date drives the Followups queue.
• Qualify Section
  Three checkboxes to judge if the prospect is qualified:
  • Client Needs Our Service/Product
  • We Can Serve the Client
  • Client Has the Budget

  ✅ If all three are selected, on Save the system will show a confirmation popup, ask for Estimated Cost and Project Description, and then automatically convert this prospect into an Opportunity.

• Notes
  Free text area to write a meeting summary, special instructions, or future reminders.
• Save Button
  Always click this after filling the form to log the update.

🔹 2. Follow-Up History Timeline (Right Side)

• Shows a vertical timeline of all previous follow-ups.
• For each entry, you can see:
  • Date and Time (recorded in dd-MMM-yyyy HH:mm format)
  • Salesperson who added it
  • Follow-Up Status
  • Prospect Type
  • Any qualification boxes selected
  • Notes written

This section gives a quick summary of all past interactions, helping any salesperson understand:

• What actions were taken?
• What was the client’s response?
• What should be the next move?

🛑 Disqualification Logic

If any of the following is selected:

• Follow-Up Status: Client Not a Fit, Not Interested, No Budget
• Prospect Type: Cold, DND

➡️ The system will mark the prospect as disqualified, and it will not appear again in follow-up reminders or on the Kanban board.

📌 Kanban View Sync

The Follow-Up Status selected here also determines where the prospect appears in the Kanban View. For example:

• Pending → First column
• No Response → Second column
• Contacted → Third column
• Qualifying → Fourth column

This follow-up tab ensures every interaction is logged, helps you qualify leads, and keeps your pipeline clean and updated.