How to Set up Follow Up Activites

This guide explains how to assign follow-up activities to leads after sending a quote, track them through follow-up stages (Day 1, Day 2, etc.), and mark them complete so the lead progresses through the pipeline.

1. Send the Quote to the Lead

• Example lead: Carrie

• Quote may come from form submission or manual entry.

• Once sent, the lead automatically moves to Day 1 follow-up.

2. Create an Activity for Follow-Up

• Click Add Activity on the lead.

• Choose type (call, text, email, or general "follow-up").

• Set the due date (e.g., today or tomorrow).

• This logs a task without moving them out of Day 1 yet.

3. View and Complete Activities

• Go to the activity list (filter by due date).

• Open the task and complete the action.

• Mark the task as completed when done.

4. Lead Automatically Moves to Next Stage

• Completing the activity shifts the lead from Day 1 → Day 2, etc.

• Repeat by adding a new activity for each follow-up day.

5. Continue Follow-Up Cadence

• Recommended schedule: Day 1, 2, 3, 4, 5, 7, 10, 18, 30.

• After long-term aging, move to closed or "lost" status.

---

Notes / Watch-Outs

• Sending the quote automatically triggers Day 1—don’t forget to add the activity.

• A green indicator shows that an activity is scheduled; check for overdue tasks.

• Activities do not move leads automatically unless marked complete.

• Aim to send quotes within 5 minutes of inquiry and begin same-day follow-up.

• Check multiple overdue activities on long-aged leads to clean up the pipeline.