Sales workflow · Follow-ups

The chase list.

Every lead with a scheduled nudge, grouped by how soon it matters. Mark contacted and the queue shuffles itself.

Overdue 02

Meant to happen yesterday or earlier

No answer02 calls

“Rang out four times. Sent WhatsApp with outdoor sample.”

Last touchYesterday

followup

Next nudge · 02 May 2026

Asked for callback03 calls

“In a meeting — asked us to call back Friday morning to walk through the reel.”

Last touch18h ago

followup

Next nudge · 04 May 2026

Due today 01

Top of the inbox until ticked off

Asked for callback02 calls

“Mid-feed — asked us to call back today afternoon.”

Last touch3d ago

followup

Next nudge · 05 May 2026

This week 03

Next seven days

No call logged yet — worth a dial.

Last touchNever contacted

new

Next nudge · 06 May 2026

Spoke with lead01 call

“Reference from Ramya (b1). Sharing Leela Palace mood references on WhatsApp.”

Last touch4h ago

new

Next nudge · 07 May 2026

Spoke with lead01 call

“Wants a beach sunrise session. Asked about couple-shoot wardrobe tips — sent our blog link.”

Last touch2h ago

new

Next nudge · 08 May 2026

Upcoming 00

Scheduled but not pressing

Nothing here

2 overdue · 1 due today · 3 scheduledSorted by follow-up date