How to Schedule Follow-Up

The Follow-Up Scheduling feature in Abstract ONE helps users schedule reminders and future actions for specific leads.

This feature is useful when:

• Customer asks for a callback later
• Lead is busy currently
• User wants to remember the next action timing
• Future discussion or meeting needs to be scheduled

Example:

A customer says:

“Please call me tomorrow afternoon.”

In this case, the user can schedule a follow-up reminder for the next day at a specific time.

At the scheduled time, Abstract ONE can notify the user through:

• Desktop popup notifications
• Dashboard follow-up section
• SMS notifications (if gateway integrated)
• Email notifications (if enabled)
• Mobile app notifications (if installed)

Access Follow-Up Scheduling

Users can schedule follow-ups from:

Lead List → Action Menu → Take Action

Or from the Lead Details page using the:

Take Action

button.

Step 1 — Open Take Action Drawer

After clicking Take Action, the Lead Action drawer opens.

Inside the drawer:

1. Select the checkbox: Schedule Followup
2. The Schedule Followup form becomes visible below.

Step 2 — Enter Follow-Up Details

Fill the required follow-up information:

Example:

Customer requested callback tomorrow afternoon.

Step 3 — Update Details

After entering all details:

1. Click Update Details
2. The follow-up gets scheduled successfully.

The system automatically creates:

• Reminder task
• Follow-up activity
• Notification schedule

Follow-Up Notifications

At the scheduled date and time, reminders can appear through:

• Desktop popup notifications
• Dashboard follow-up widget
• SMS notifications (if integrated)
• Email notifications
• Mobile app notifications

This helps users take timely action on leads.

View All Follow-Ups

Users can track all scheduled follow-ups from the Followup List page.

Access URL:

https://app.abstractone.in/client/lead/followup

Follow-Up Status Types

Abstract ONE automatically manages follow-up statuses based on follow-up timing and user activity.

1. Upcoming: If the follow-up date is scheduled for tomorrow or any future date, the status appears as Upcoming.
2. Todays: If the follow-up date is today, the status automatically changes to Todays.
3. Missed: If the scheduled follow-up time has already passed and no new remark/activity has been updated on the lead, the status becomes Missed.
4. Completed: Once any new remark or activity is updated on the lead after follow-up scheduling, the follow-up status automatically changes to Completed.

Important Notes

• Follow-ups help users manage future lead actions efficiently
• Notifications ensure timely customer communication
• Follow-up statuses update automatically in real time
• Completed follow-ups help maintain accurate lead activity tracking
• Follow-up reminders improve response rate and conversion management