Steps
- Open Follow-ups in the Leads menu, or the Follow-ups button on Leads. Leads are grouped into Waiting for your reply, Overdue, Due today, Next 7 days and No follow-up set.
- Use the Call or WhatsApp button on a row. They open your own phone and your own WhatsApp.
- After the call open Log call outcome, pick What happened and when to Follow up, add a note, then Save.
- The lead moves to its new date. Won and lost leads never appear here.
Good to know
Skip the follow-up choice and the outcome picks one: Connected in 3 days, No answer or Busy tomorrow.
Not interested and Wrong number clear the date but do not close the lead. Open it and set it to Lost, or it stays under No follow-up set.
A WhatsApp group, or a person whose number WhatsApp hides, has no phone number, so their Call and WhatsApp buttons are grey. Reply to them from your WhatsApp app.
Waiting for your reply lists leads whose latest WhatsApp, Messenger or Instagram message (or comment) came from the customer and nobody on your team has answered. Automatic messages do not count as an answer. When a customer writes again, whoever works the lead gets a bell alert. Replies you type in the WhatsApp Business app on your phone are not seen here yet.
Next in this sectionKnow at once when a customer is waiting