Follow-ups

Phone follow-up queue — search, filter, reassign, and log next actions

🔍

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New follow-up

Client

For reference - prior history & suggested openers

Company *

Contact person *

Title

Mobile

Phone

Secondary email

Search all contacts instead + New contact

First name

Last name *

Mobile

Company

First name

Last name *

Title

Mobile

Phone

Secondary email

Description

Follow-up

Channel *

☎ Phone attempt was unsuccessful — counts as an attempt and unlocks Email 💬 No reply yet — counts as an attempt

💬 Viber message draft (AI-generated)

Viber cannot be pre-filled from a link — copy the message, then send it once the chat opens.

📥 Viber conversation (paste the whole chat)

On save, the whole conversation is posted once, as a Viber note under your name, on every CRM record it is linked to: the company, the contact or the lead, and an opportunity (the one this is linked to, else the newest open one for that company or contact). The discussion notes keep only your summary.

Select a contact with a mobile number to draft a Viber message.

Meeting

Subject *

No longer with the company? Add the new contact

First name

Last name *

Title

Mobile

Assignee

Status

Meeting date

Outcome

Discussion

Lead stage

No further action needed — close this follow-up

With no outcome chosen it closes as Not held. Choose Reached / held if the call or meeting took place.

Next action *

Next action date *

Reconcile lead with existing customer

Candidate

Verdict *

Contact fields

Account fields

Merge scope *

Field merge only — write chosen values, lead survives, current follow-up stays on lead Field merge + re-parent this follow-up — lead survives, only this follow-up moves Full merge + retire lead — moves activities and comments to the contact and marks the lead Merged

A full merge saves none of the field choices above. If the lead holds anything the contact lacks, it is refused and the lead waits for the merge review page.

Type the lead's company name (its last name if it has no company) to confirm full merge:

Discussion

Add comment

📱 Attach Viber message (screenshot + optional transcript)

Lead outcome

You ticked "No further action" — this closes the follow-up chain. Set the lead's outcome so it stops appearing in active queues.

Outcome *

Reason *