Follow-ups

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

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New follow-up

Client

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 — escalate to Email

💬 Viber message draft (AI-generated)

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

📥 Viber message received (paste)

On save, this is added to the discussion notes tagged as an inbound Viber message.

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

Meeting

Subject *

Assignee

Status

Meeting date

Discussion

No further action needed — close this follow-up

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 *