How to schedule customer follow-ups and call lists

Follow-up dates

Every customer and lead can have a Next Follow-up Date (on the customer or lead form). In Smart CRM > Customers > Follow Ups, you see everyone due, with their contact details and any answer they gave. Choose the dates at the top, or press Today.

Automatic follow-ups

Press Automation settings to create follow-ups automatically after a service, start again when the customer renews, choose who new follow-ups are assigned to and their priority, and escalate after a number of days overdue. Add the check-ins you want and save.

Activities

Open Activities and press Add Activity to log a call, meeting, email, note or task, with a due date and the lead it belongs to. Tick it off when done.

Needs a Call

When the agent has tried every email, text, WhatsApp and AI call and nobody answered, the lead appears under Needs a Call for a person to ring. Press Call, then I called them - mark done.