This part helps you stay on top of client follow-up activities.
When you click on a follow-up entry, it will take you to the full details of that lead (either as a Prospect or Opportunity).
After visiting the detailed page, if you want to return to the dashboard, you have to click the Dashboard option yourself.
Follow-ups will only show if:
Prospect:
Follow-up status is not marked “Not Interested”, “Client Not a Fit”, or “No Budget”.
Prospect is not marked as “Cold” or “DND”.
Opportunity:
Follow-up status is not marked “Not Interested”, “Client Not a Fit”, or “No Budget”.
Opportunity is not marked as “Closed Lost”, “Abandoned”, or “Won”.
Table format:
User: Name of the employee handling the lead.
Country: (If available).
Status: Shows if the lead is Warm or Hot.
Next Follow-Up: Shows the date and time when the next follow-up should happen.