How to Use Grid View for Follow-Up

(Use this article when you want to search, filter, sort, or update many follow-ups in table form.)

Grid View shows all follow-ups in a table format. It is ideal for users who prefer a structured, data-focused layout.

📍 When to Use Grid View

• Handle large numbers of follow-ups.
• Apply filters (by name, date, status, etc.).
• Do quick inline edits.
• View full details in a single row.
• Update multiple records efficiently using bulk actions (multi-select then assign / change status).

📊 Columns in Grid View

• Status Tag (from Prospect Type or Opportunity Stage)
• Client Name
• Company Name
• Phone
• Email
• Follow-Up Date
• Follow-Up Time
• Follow-Up Status
• Prospect / Opportunity Status

🔧 Features in Grid View

1. Sorting: Click column headers to sort:
   1. Oldest → Newest
   2. A → Z
   3. Hot → Cold
2. Filtering:
   1. Follow-Up Status
   2. Prospect / Opportunity
   3. Date range (with quick presets: Today, This Week, This Month, or Custom range)
   4. Name
   5. Assigned User
3. Bulk actions: Tick the checkbox on multiple rows, then use the Action menu to reassign owner or change status across all selected rows at once.

➕ Add Follow-Up

Follow these steps to add a new follow-up entry for any Prospect or Opportunity. You don’t add a follow-up directly from the Grid — click into the parent record and add it from the Follow-Up History tab. Each save creates a new history entry; existing entries stay in the timeline as an audit trail.

1. Open the Lead
   1. Click on any row in the Grid View.
   2. This will open the detailed view of the selected lead/prospect/opportunity.
2. Open Follow-Up History
   1. Click on the Follow-Up History tab.
   2. This tab displays the full Follow-Up Form alongside the timeline of past entries.
3. Fill the Follow-Up Form. Enter the following details (if applicable):
   1. Follow-Up Status
   2. Prospect Type (Prospect only)
   3. Next Follow-Up Date
   4. Qualify Lead Options (Prospect only):
      1. Client Needs Our Service/Product
      2. We Can Serve the Client
      3. Client Has the Budget
   5. Notes (text description of the call/meeting)
4. Click Save to record the follow-up.

• The details you entered are stored in the lead’s Follow-Up History as a timeline entry.
• If the prospect is fully qualified, it gets converted to an Opportunity (see Convert Prospect → Opportunity).

💡 Tips for Grid View

• Use filters to narrow down your daily list.
• Always set the next follow-up date.
• Grid is best for handling bulk follow-ups.
• Use View to see the full history before calling a client.
• Once a follow-up entry is saved it becomes a permanent timeline row — to correct it, add a new entry rather than editing the old one.