Schedule a Follow-up

Every lead carries at most one next follow-up: a moment, and optionally a note about what to bring up. When it comes due you get a reminder through the same channels as the response ladder (email, and text or push when your brokerage has them on), the lead shows up under Follow-ups due on your dashboard, and the card on the board turns its chip red until you act.

When you log a contact

The Log contact attempt and Lead responded dialogs ask about the next follow-up under Next follow-up:

• In N days is the brokerage default (3 days unless your broker changed it), counted from the contact. This is preselected when the brokerage books follow-ups automatically.
• Pick a date opens a date and time field, prefilled with the default at 9 in the morning, and a note field.
• Skip this time logs the contact with no reminder.

If your brokerage has automatic follow-ups off, the choice is None or Pick a date.

Logging a contact also clears whatever follow-up was pending, so the usual rhythm is: call, log it, let the next one book itself.

Tip

Backfilling history does not book reminders. A contact logged with This happened earlier… whose default interval has already passed leaves the follow-up alone, so catching up the record never floods you with stale nudges.

From the lead page

The Lifecycle card has a Follow-up section between the response clock and the next step.

• With nothing booked, Schedule opens the date, time and note fields, prefilled with the brokerage default.
• With one booked, the section shows when it is due (and by how much it is overdue), the note, and whether it was set by hand or booked automatically. Done clears it without logging a contact, for a follow-up you handled some other way. Move changes the date or the note.

A follow-up in the past is refused; pick a moment still to come.

What the reminder looks like

One reminder per follow-up, sent the first sweep after the moment passes: subject Follow up with Name, the note if you left one, the lead’s phone when they gave one, and the link. Your notification history keeps it under Follow-up due. The timeline records Follow-up scheduled, Follow-up due and Follow-up done rows, so the history of promised and kept touches reads alongside the contacts themselves.

When a lead leaves the pipeline

Closing, archiving or trashing a lead drops its follow-up. So does Scribe’s automatic archive of a quiet lead. Reminder bookkeeping never counts as activity: a follow-up coming due does not keep a lead out of the timeout.