Using Follow Ups
Learn how Follow Ups keep momentum in your sales process, helping your team stay organised, visible, and on time with the next important step.
Thought Process
Follow Ups are one of the most important parts of any business process. This is often where companies lose sight of opportunities — they visit, call, or engage with potential clients, but then fail to follow up after the first contact.
Every step in the sales process matters, but good work can easily be lost if the crucial next step is missed. A meeting may go well, the client may be interested in the business and its products, but if no follow up is done at the right time, the client can lose interest and step back.
Why follow ups matter
They keep momentum going after the first contact and help make sure opportunities are not lost simply because nobody came back at the right time.
How we approached it
Whether the next step comes from a task, a visit, an opportunity, or a general activity, the focus is always on what happens next and how that information remains visible across the whole system.
How the Follow Ups Feature Works
Dashboard visibility
A follow-up wheel has been added to the dashboard so users can quickly see what is coming up and what needs attention.
Linked to tasks, visits and opportunities
Relevant follow ups are connected to tasks, visits, and opportunities in the left-hand side of the CRM, helping users pick up the next step easily.
See today’s follow ups
Users can review what needs to be followed up today, or click through to see the wider list when they want more detail.
Accessible in multiple places
Whether in the office on a desktop or out on the road, follow ups can be accessed in the way that best suits the user.
Manager visibility
Managers can also view upcoming follow ups for staff, helping the team stay on top of work and avoid missed actions.
Easy handover
If a member of staff is on leave, out of the business, or otherwise engaged, follow ups can be reviewed and reassigned through the task process.
Simple Walkthrough
- Review the follow-up wheel on the dashboard for a quick summary.
- Open the Follow Ups area or related sections from the left-hand column.
- Check what is due today and what needs to happen next.
- Use the linked task, visit, or opportunity to understand the context.
- Complete, update, or reassign the follow up as needed.
- Keep the record current so the whole team can see what has happened and what happens next.
Getting the Most From Follow Ups
Check them early each day
Start the day by reviewing follow ups first. It is one of the easiest ways to keep momentum going and stop important actions slipping behind.
Do not leave good meetings hanging
When a meeting or call goes well, make sure the next action is logged immediately so the interest does not cool before you return to it.
Use the linked record for context
Open the related task, visit, or opportunity so the follow up is not treated in isolation and the full story remains clear.
Use manager oversight properly
If someone is away or overloaded, managers can use the visibility of the system to make sure follow ups are handed over instead of forgotten.
Use it on the road too
Follow ups are just as useful on mobile or while travelling, helping users stay on top of next steps wherever they are working.
Keep the next step visible
The real strength of this feature is visibility. Once the next step is logged properly, it becomes much harder for work to disappear.
Follow Ups Screen Example
